Eight 31 Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Eight 31 Financial’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	$4.04M	Buy	174,330 +3,952	+2%	+$91.6K	2.4%	16
2026 Q1	$3.96M	Sell	170,378 -4,064	-2%	-$95.1K	2.39%	16
2025 Q4	$4.08M	Buy	174,442 +12,053	+7%	+$282K	2.24%	16
2025 Q3	$3.81M	Buy	162,389 +28,996	+22%	+$677K	2.15%	16
2025 Q2	$3.11M	Buy	133,393 +5,415	+4%	+$125K	2.05%	16
2025 Q1	$2.96M	Buy	+127,978	New	+$2.93M	1.9%	17

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

Eight 31 Financial's IBDU Position: Q2 2026 in Review

Eight 31 Financial increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.3% in Q2 2026, buying an estimated $91.6K and bringing the position to 174,330 shares worth $4.04M. The position accounts for 2.4% of the portfolio, ranked #16.

Eight 31 Financial first reported a position in IBDU in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.08M in Q4 2025. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Eight 31 Financial held 174,330 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.04M as of Q2 2026.
Eight 31 Financial bought 3,952 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $91.6K.
iShares iBonds Dec 2029 Term Corporate ETF made up 2.4% of Eight 31 Financial's portfolio in Q2 2026, its #16 holding.
Eight 31 Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Eight 31 Financial's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4.08M in Q4 2025.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.