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GAMMA Investing’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

GAMMA Investing’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 		$296K Buy
12,763
+7,479
+142% +$173K 0.01% 988
2026
Q1 		$123K Hold
5,284
– – 0.01% 1509
2025
Q4 		$124K Buy
5,284
+452
+9% +$10.6K 0.01% 1417
2025
Q3 		$113K Sell
4,832
-29,012
-86% -$678K 0.01% 1408
2025
Q2 		$790K Buy
+33,844
New +$781K 0.05% 332

Other funds holding IBDU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

GAMMA Investing's IBDU Position: Q2 2026 in Review

GAMMA Investing increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 142% in Q2 2026, buying an estimated $173K and bringing the position to 12,763 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #988.

GAMMA Investing first reported a position in IBDU in Q2 2025 and has held it in 5 quarters since. The position peaked at $790K in Q2 2025. 121 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • GAMMA Investing held 12,763 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $296K as of Q2 2026.
  • GAMMA Investing bought 7,479 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $173K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #988 holding.
  • GAMMA Investing first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • GAMMA Investing's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $790K in Q2 2025.
  • 121 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.