BFC Planning, Inc.’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

BFC Planning, Inc.’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	$1.25M	Buy	53,790 +6,562	+14%	+$152K	0.05%	342
2026 Q1	$1.1M	Buy	47,228 +9,739	+26%	+$228K	0.05%	346
2025 Q4	$877K	Buy	37,489 +8,015	+27%	+$188K	0.04%	396
2025 Q3	$692K	Buy	29,474 +4,816	+20%	+$112K	0.05%	308
2025 Q2	$575K	Buy	24,658 +8,008	+48%	+$185K	0.05%	326
2025 Q1	$385K	Buy	16,650 +1,494	+10%	+$34.3K	0.03%	399
2024 Q4	$346K	Buy	+15,156	New	+$349K	0.03%	434

Other funds holding IBDU

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

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

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 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

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

BFC Planning, Inc.'s IBDU Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 14% in Q2 2026, buying an estimated $152K and bringing the position to 53,790 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #342.

BFC Planning, Inc. first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

BFC Planning, Inc. held 53,790 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.25M as of Q2 2026.
BFC Planning, Inc. bought 6,562 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $152K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.05% of BFC Planning, Inc.'s portfolio in Q2 2026, its #342 holding.
BFC Planning, Inc. first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
390 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.