Dearborn Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Dearborn Partners’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$671K	Buy	28,984 +2,733	+10%	+$63.4K	0.04%	163
2026 Q1	$611K	Buy	26,251 +388	+2%	+$9.08K	0.03%	166
2025 Q4	$605K	Sell	25,863 -274	-1%	-$6.42K	0.03%	165
2025 Q3	$613K	Buy	26,137 +1,833	+8%	+$42.8K	0.03%	164
2025 Q2	$567K	Buy	24,304 +1,540	+7%	+$35.5K	0.03%	167
2025 Q1	$527K	Buy	22,764 +109	+0.5%	+$2.5K	0.03%	164
2024 Q4	$517K	Buy	+22,655	New	+$522K	0.02%	163

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Dearborn Partners's IBDU Position: Q2 2026 in Review

Dearborn Partners increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 10% in Q2 2026, buying an estimated $63.4K and bringing the position to 28,984 shares worth $671K. The position accounts for 0.04% of the portfolio, ranked #163.

Dearborn Partners first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Dearborn Partners held 28,984 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $671K as of Q2 2026.
Dearborn Partners bought 2,733 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $63.4K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of Dearborn Partners's portfolio in Q2 2026, its #163 holding.
Dearborn Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Dearborn Partners's 13F filing for Q2 2026, filed 13 Aug 2026.