Fulton Breakefield Broenniman’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Fulton Breakefield Broenniman’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 Q1	$3.37M	Buy	+145,005	New	+$3.39M	0.22%	67
2025 Q4	–	Sell	-126,028	Closed	-$2.96M	–	207
2025 Q3	$2.96M	Buy	126,028 +10,559	+9%	+$247K	0.19%	66
2025 Q2	$2.69M	Buy	115,469 +3,415	+3%	+$78.8K	0.18%	66
2025 Q1	$2.59M	Buy	112,054 +22,319	+25%	+$512K	0.19%	66
2024 Q4	$2.05M	Buy	89,735 +17,417	+24%	+$401K	0.15%	75
2024 Q3	$1.7M	Buy	72,318 +11,312	+19%	+$262K	0.12%	81
2024 Q2	$1.38M	Buy	61,006 +5,069	+9%	+$114K	0.1%	83
2024 Q1	$1.28M	Buy	55,937 +28,443	+103%	+$649K	0.1%	80
2023 Q4	$634K	Buy	27,494 +8,429	+44%	+$187K	0.05%	99
2023 Q3	$418K	Buy	19,065 +5,905	+45%	+$131K	0.04%	116
2023 Q2	$295K	Buy	+13,160	New	+$298K	0.02%	148

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fulton Breakefield Broenniman's IBDU Position: Q1 2026 in Review

Fulton Breakefield Broenniman opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026: 145,005 shares worth $3.37M. The stake represents 0.22% of the portfolio and ranks #67 among its holdings. This is a return to the name: Fulton Breakefield Broenniman previously reported a position in IBDU as recently as Q3 2025.

Fulton Breakefield Broenniman first reported a position in IBDU in Q2 2023 and has held it in 11 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Fulton Breakefield Broenniman held 145,005 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.37M as of Q1 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new Fulton Breakefield Broenniman position in Q1 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.22% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #67 holding.
Fulton Breakefield Broenniman first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2023 and has held it in 11 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.