Drive Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Drive Wealth Management’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	$1.26M	Sell	54,549 -186	-0.3%	-$4.31K	0.23%	76
2026 Q1	$1.27M	Sell	54,735 -8,711	-14%	-$204K	0.27%	74
2025 Q4	$1.48M	Sell	63,446 -5,679	-8%	-$133K	0.29%	68
2025 Q3	$1.62M	Sell	69,125 -277	-0.4%	-$6.47K	0.34%	64
2025 Q2	$1.62M	Sell	69,402 -1,427	-2%	-$32.9K	0.35%	66
2025 Q1	$1.64M	Buy	+70,829	New	+$1.62M	0.38%	60

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

Drive Wealth Management's IBDU Position: Q2 2026 in Review

Drive Wealth Management reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.34% in Q2 2026, selling an estimated $4.31K and leaving 54,549 shares worth $1.26M. The position accounts for 0.23% of the portfolio, ranked #76.

Drive Wealth Management first reported a position in IBDU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.64M in Q1 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Drive Wealth Management held 54,549 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.26M as of Q2 2026.
Drive Wealth Management sold 186 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $4.31K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.23% of Drive Wealth Management's portfolio in Q2 2026, its #76 holding.
Drive Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Drive Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.64M in Q1 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.