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

Element Wealth’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	$399K	Buy	17,237 +136	+0.8%	+$3.15K	0.15%	145
2026 Q1	$398K	Buy	17,101 +3,785	+28%	+$88.5K	0.16%	131
2025 Q4	$312K	Buy	13,316 +33	+0.2%	+$773	0.13%	151
2025 Q3	$312K	Buy	13,283 +1,118	+9%	+$26.1K	0.14%	140
2025 Q2	$284K	Hold	12,165	–	–	0.13%	136
2025 Q1	$281K	Hold	12,165	–	–	0.15%	120
2024 Q4	$277K	Buy	12,165 +2,239	+23%	+$51.6K	0.15%	118
2024 Q3	$233K	Buy	9,926 +7,741	+354%	+$179K	0.12%	135
2024 Q2	$49.5K	Hold	2,185	–	–	0.03%	186
2024 Q1	$49.9K	Hold	2,185	–	–	0.03%	184
2023 Q4	$50.4K	Hold	2,185	–	–	0.03%	172
2023 Q3	$47.9K	Hold	2,185	–	–	0.03%	166
2023 Q2	$49.1K	Buy	+2,185	New	+$49.5K	0.03%	170

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

Element Wealth's IBDU Position: Q2 2026 in Review

Element Wealth increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.8% in Q2 2026, buying an estimated $3.15K and bringing the position to 17,237 shares worth $399K. The position accounts for 0.15% of the portfolio, ranked #145.

Element Wealth first reported a position in IBDU in Q2 2023 and has held it in 13 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Element Wealth held 17,237 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $399K as of Q2 2026.
Element Wealth bought 136 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $3.15K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.15% of Element Wealth's portfolio in Q2 2026, its #145 holding.
Element Wealth first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.