Fidelity Investments’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Fidelity Investments’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	$103K	Sell	4,462 -1,438	-24%	-$33.3K	﹤0.01%	3967
2026 Q1	$137K	Sell	5,900 -2,072	-26%	-$48.5K	﹤0.01%	3670
2025 Q4	$187K	Buy	+7,972	New	+$187K	﹤0.01%	3470
2024 Q3	–	Sell	-1	Closed	-$23	–	5599
2024 Q2	$23	Buy	+1	New	+$23	﹤0.01%	5172
2022 Q1	–	Sell	-1	Closed	–	–	5215
2021 Q4	$0	Buy	+1	New	+$26	﹤0.01%	4634

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

Fidelity Investments's IBDU Position: Q2 2026 in Review

Fidelity Investments reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 24% in Q2 2026, selling an estimated $33.3K and leaving 4,462 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #3967.

Fidelity Investments first reported a position in IBDU in Q4 2021 and has held it in 5 quarters since. The position peaked at $187K in Q4 2025. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Fidelity Investments held 4,462 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $103K as of Q2 2026.
Fidelity Investments sold 1,438 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $33.3K.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3967 holding.
Fidelity Investments first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2021 and has held it in 5 quarters since.
Fidelity Investments's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $187K in Q4 2025.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.