Envestnet Asset Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Envestnet Asset 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	$11.2M	Buy	485,028 +70,881	+17%	+$1.64M	﹤0.01%	1854
2026 Q1	$9.63M	Buy	414,147 +203,904	+97%	+$4.77M	﹤0.01%	1853
2025 Q4	$4.92M	Sell	210,243 -143,277	-41%	-$3.36M	﹤0.01%	2180
2025 Q3	$8.3M	Sell	353,520 -2,291,854	-87%	-$53.5M	﹤0.01%	1886
2025 Q2	$61.7M	Buy	2,645,374 +199,553	+8%	+$4.6M	0.02%	678
2025 Q1	$56.6M	Buy	2,445,821 +135,156	+6%	+$3.1M	0.02%	666
2024 Q4	$52.7M	Buy	2,310,665 +238,888	+12%	+$5.5M	0.02%	691
2024 Q3	$48.7M	Buy	2,071,777 +189,479	+10%	+$4.39M	0.02%	729
2024 Q2	$42.7M	Buy	1,882,298 +166,959	+10%	+$3.77M	0.01%	741
2024 Q1	$39.1M	Buy	1,715,339 +1,589,773	+1,266%	+$36.3M	0.01%	769
2023 Q4	$2.9M	Sell	125,566 -2,293	-2%	-$50.8K	﹤0.01%	2235
2023 Q3	$2.8M	Buy	127,859 +51,677	+68%	+$1.15M	﹤0.01%	2171
2023 Q2	$1.71M	Buy	76,182 +2,954	+4%	+$67K	﹤0.01%	2371
2023 Q1	$1.68M	Buy	73,228 +5,514	+8%	+$125K	﹤0.01%	2311
2022 Q4	$1.5M	Sell	67,714 -11,667	-15%	-$257K	﹤0.01%	2356
2022 Q3	$1.73M	Buy	79,381 +1,830	+2%	+$41.9K	﹤0.01%	2164
2022 Q2	$1.77M	Sell	77,551 -2,613	-3%	-$60.8K	﹤0.01%	2183
2022 Q1	$1.97M	Sell	80,164 -15,053	-16%	-$380K	﹤0.01%	2200
2021 Q4	$2.51M	Buy	+95,217	New	+$2.52M	﹤0.01%	2018
2020 Q4	–	Sell	-101,106	Closed	-$2.73M	–	3308
2020 Q3	$2.73M	Sell	101,106 -175	-0.2%	-$4.75K	﹤0.01%	1448
2020 Q2	$2.71M	Sell	101,281 -6,051	-6%	-$156K	﹤0.01%	1412
2020 Q1	$2.59M	Sell	107,332 -13,252	-11%	-$337K	﹤0.01%	1295
2019 Q4	$3.08M	Buy	+120,584	New	+$3.07M	﹤0.01%	1378

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

Envestnet Asset Management's IBDU Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 17% in Q2 2026, buying an estimated $1.64M and bringing the position to 485,028 shares worth $11.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Envestnet Asset Management first reported a position in IBDU in Q4 2019 and has held it in 23 quarters since. The position peaked at $61.7M in Q2 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Envestnet Asset Management held 485,028 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $11.2M as of Q2 2026.
Envestnet Asset Management bought 70,881 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.64M.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1854 holding.
Envestnet Asset Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2019 and has held it in 23 quarters since.
Envestnet Asset Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $61.7M in Q2 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.