Fortis Capital Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Fortis Capital Management’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	$2.05M	Buy	88,355 +25,198	+40%	+$584K	0.23%	71
2026 Q1	$1.47M	Sell	63,157 -4,903	-7%	-$115K	0.15%	76
2025 Q4	$1.59M	Buy	68,060 +42,258	+164%	+$990K	0.21%	66
2025 Q3	$606K	Buy	25,802 +530	+2%	+$12.4K	0.09%	103
2025 Q2	$590K	Sell	25,272 -9,332	-27%	-$215K	0.09%	98
2025 Q1	$800K	Buy	34,604 +22,769	+192%	+$522K	0.16%	75
2024 Q4	$270K	Sell	11,835 -9,696	-45%	-$223K	0.05%	113
2024 Q3	$506K	Buy	+21,531	New	+$499K	0.1%	94

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

Fortis Capital Management's IBDU Position: Q2 2026 in Review

Fortis Capital Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 40% in Q2 2026, buying an estimated $584K and bringing the position to 88,355 shares worth $2.05M. The position accounts for 0.23% of the portfolio, ranked #71.

Fortis Capital Management first reported a position in IBDU in Q3 2024 and has held it in 8 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Fortis Capital Management held 88,355 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.05M as of Q2 2026.
Fortis Capital Management bought 25,198 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $584K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.23% of Fortis Capital Management's portfolio in Q2 2026, its #71 holding.
Fortis Capital Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.