Flagship Harbor Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Flagship Harbor Advisors’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	$927K	Buy	+40,042	New	+$928K	0.04%	362
2026 Q1	–	Sell	-5,625	Closed	-$132K	–	1400
2025 Q4	$132K	Buy	+5,625	New	+$132K	0.01%	795

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

Flagship Harbor Advisors's IBDU Position: Q2 2026 in Review

Flagship Harbor Advisors opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 40,042 shares worth $927K. The stake represents 0.04% of the portfolio and ranks #362 among its holdings. This is a return to the name: Flagship Harbor Advisors previously reported a position in IBDU as recently as Q4 2025.

Flagship Harbor Advisors first reported a position in IBDU in Q4 2025 and has held it in 2 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Flagship Harbor Advisors held 40,042 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $927K as of Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new Flagship Harbor Advisors position in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of Flagship Harbor Advisors's portfolio in Q2 2026, its #362 holding.
Flagship Harbor Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.