First Fiduciary Investment Counsel’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

First Fiduciary Investment Counsel’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	$1.37M	Buy	59,318 +65	+0.1%	+$1.51K	0.26%	42
2026 Q1	$1.38M	Sell	59,253 -1,092	-2%	-$25.5K	0.28%	40
2025 Q4	$1.41M	Buy	60,345 +9,250	+18%	+$217K	0.27%	40
2025 Q3	$1.2M	Hold	51,095	–	–	0.23%	42
2025 Q2	$1.19M	Buy	51,095 +8,130	+19%	+$188K	0.24%	42
2025 Q1	$994K	Buy	42,965 +2,275	+6%	+$52.2K	0.21%	45
2024 Q4	$928K	Buy	+40,690	New	+$937K	0.19%	45

Other funds holding IBDU

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

First Fiduciary Investment Counsel's IBDU Position: Q2 2026 in Review

First Fiduciary Investment Counsel increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.11% in Q2 2026, buying an estimated $1.51K and bringing the position to 59,318 shares worth $1.37M. The position accounts for 0.26% of the portfolio, ranked #42.

First Fiduciary Investment Counsel first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q4 2025. 263 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

First Fiduciary Investment Counsel held 59,318 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.37M as of Q2 2026.
First Fiduciary Investment Counsel bought 65 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.51K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.26% of First Fiduciary Investment Counsel's portfolio in Q2 2026, its #42 holding.
First Fiduciary Investment Counsel first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
First Fiduciary Investment Counsel's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.41M in Q4 2025.
263 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on First Fiduciary Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.