Glenview Trust’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Glenview Trust’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	$11.8M	Buy	510,500 +15,425	+3%	+$358K	0.16%	105
2026 Q1	$11.5M	Buy	495,075 +123,775	+33%	+$2.9M	0.18%	106
2025 Q4	$8.69M	Buy	371,300 +39,699	+12%	+$930K	0.13%	121
2025 Q3	$7.78M	Buy	331,601 +54,515	+20%	+$1.27M	0.12%	126
2025 Q2	$6.46M	Buy	277,086 +81,250	+41%	+$1.87M	0.11%	129
2025 Q1	$4.53M	Buy	195,836 +33,600	+21%	+$770K	0.09%	148
2024 Q4	$3.7M	Buy	162,236 +70,536	+77%	+$1.62M	0.07%	156
2024 Q3	$2.16M	Buy	91,700 +21,287	+30%	+$493K	0.04%	208
2024 Q2	$1.6M	Buy	70,413 +60,320	+598%	+$1.36M	0.03%	219
2024 Q1	$230K	Buy	+10,093	New	+$230K	﹤0.01%	438

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

Glenview Trust's IBDU Position: Q2 2026 in Review

Glenview Trust increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 3.1% in Q2 2026, buying an estimated $358K and bringing the position to 510,500 shares worth $11.8M. The position accounts for 0.16% of the portfolio, ranked #105.

Glenview Trust first reported a position in IBDU in Q1 2024 and has held it in 10 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Glenview Trust held 510,500 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $11.8M as of Q2 2026.
Glenview Trust bought 15,425 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $358K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.16% of Glenview Trust's portfolio in Q2 2026, its #105 holding.
Glenview Trust first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.