Droms Strauss Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Droms Strauss Advisors’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	$5.8M	Buy	250,490 +238,829	+2,048%	+$5.54M	1.32%	15
2026 Q1	$296K	Sell	11,661 -231,622	-95%	-$5.42M	0.08%	62
2025 Q4	$5.71M	Buy	243,283 +22,812	+10%	+$535K	1.5%	13
2025 Q3	$5.17M	Buy	220,471 +14,520	+7%	+$339K	1.5%	14
2025 Q2	$4.8M	Sell	205,951 -3,189	-2%	-$73.6K	1.47%	12
2025 Q1	$4.85M	Buy	209,140 +11,830	+6%	+$271K	1.67%	10
2024 Q4	$4.5M	Buy	197,310 +10,313	+6%	+$238K	1.47%	13
2024 Q3	$4.4M	Buy	+186,997	New	+$4.33M	1.56%	12

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

Droms Strauss Advisors's IBDU Position: Q2 2026 in Review

Droms Strauss Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2,048% in Q2 2026, buying an estimated $5.54M and bringing the position to 250,490 shares worth $5.8M. The position accounts for 1.32% of the portfolio, ranked #15.

Droms Strauss Advisors first reported a position in IBDU in Q3 2024 and has held it in 8 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Droms Strauss Advisors held 250,490 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $5.8M as of Q2 2026.
Droms Strauss Advisors bought 238,829 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $5.54M.
iShares iBonds Dec 2029 Term Corporate ETF made up 1.32% of Droms Strauss Advisors's portfolio in Q2 2026, its #15 holding.
Droms Strauss Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.