Duncker Streett & Co’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Duncker Streett & Co’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	$821K	Buy	35,432 +403	+1%	+$9.34K	0.14%	118
2026 Q1	$815K	Buy	35,029 +10,275	+42%	+$240K	0.15%	118
2025 Q4	$579K	Hold	24,754	–	–	0.1%	138
2025 Q3	$581K	Sell	24,754 -1,475	-6%	-$34.5K	0.1%	139
2025 Q2	$612K	Hold	26,229	–	–	0.11%	135
2025 Q1	$607K	Hold	26,229	–	–	0.12%	135
2024 Q4	$598K	Buy	26,229 +8,600	+49%	+$198K	0.11%	138
2024 Q3	$414K	Hold	17,629	–	–	0.08%	172
2024 Q2	$400K	Buy	+17,629	New	+$398K	0.08%	166

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

Duncker Streett & Co's IBDU Position: Q2 2026 in Review

Duncker Streett & Co increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.2% in Q2 2026, buying an estimated $9.34K and bringing the position to 35,432 shares worth $821K. The position accounts for 0.14% of the portfolio, ranked #118.

Duncker Streett & Co first reported a position in IBDU in Q2 2024 and has held it in 9 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Duncker Streett & Co held 35,432 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $821K as of Q2 2026.
Duncker Streett & Co bought 403 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $9.34K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.14% of Duncker Streett & Co's portfolio in Q2 2026, its #118 holding.
Duncker Streett & Co first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Duncker Streett & Co's 13F filing for Q2 2026, filed 28 Jul 2026.