Focus Partners Wealth’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Focus Partners Wealth’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	$510K	Buy	+22,027	New	+$511K	﹤0.01%	1953
2026 Q1	–	Sell	-25,867	Closed	-$605K	–	2738
2025 Q4	$605K	Buy	+25,867	New	+$606K	﹤0.01%	1871

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

Focus Partners Wealth's IBDU Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 22,027 shares worth $510K. The stake represents ﹤0.01% of the portfolio and ranks #1953 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in IBDU as recently as Q4 2025.

Focus Partners Wealth first reported a position in IBDU in Q4 2025 and has held it in 2 quarters since. The position peaked at $605K in Q4 2025. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Focus Partners Wealth held 22,027 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $510K as of Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new Focus Partners Wealth position in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1953 holding.
Focus Partners Wealth first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
Focus Partners Wealth's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $605K in Q4 2025.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.