Estate Counselors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Estate Counselors’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
2025 Q2	–	Sell	-63,454	Closed	-$1.47M	–	96
2025 Q1	$1.47M	Buy	63,454 +2,095	+3%	+$48K	0.15%	61
2024 Q4	$1.4M	Buy	61,359 +118	+0.2%	+$2.72K	0.15%	69
2024 Q3	$1.44M	Buy	61,241 +91	+0.1%	+$2.11K	0.15%	73
2024 Q2	$1.39M	Buy	+61,150	New	+$1.38M	0.15%	70

Other funds holding IBDU

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Estate Counselors's IBDU Position: Q2 2025 in Review

Estate Counselors sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2025, closing a stake of 63,454 shares — an estimated $1.47M sold.

Estate Counselors first reported a position in IBDU in Q2 2024 and held it in 4 quarters. The position peaked at $1.47M in Q1 2025. 307 funds tracked by Wall St. Rank hold IBDU as of Q2 2025.

Estate Counselors reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
Estate Counselors sold 63,454 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2025, an estimated $1.47M.
Estate Counselors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and held it in 4 quarters.
Estate Counselors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.47M in Q1 2025.
307 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2025.

Based on Estate Counselors's 13F filing for Q2 2025, filed 11 Aug 2025.