Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Forvis Mazars Wealth 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	$749K	Hold	32,337	–	–	0.01%	252
2026 Q1	$752K	Hold	32,337	–	–	0.01%	237
2025 Q4	$757K	Buy	32,337 +5,349	+20%	+$125K	0.01%	238
2025 Q3	$633K	Buy	26,988 +3,345	+14%	+$78.1K	0.01%	255
2025 Q2	$552K	Buy	+23,643	New	+$545K	0.01%	267

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

Forvis Mazars Wealth Advisors's IBDU Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 32,337 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #252.

Forvis Mazars Wealth Advisors first reported a position in IBDU in Q2 2025 and has held it in 5 quarters since. The position peaked at $757K in Q4 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Forvis Mazars Wealth Advisors held 32,337 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $749K as of Q2 2026.
Forvis Mazars Wealth Advisors left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #252 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Forvis Mazars Wealth Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $757K in Q4 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.