Great Diamond Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Great Diamond Partners’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 Q3	$7.75M	Buy	341,592 +106,016	+45%	+$2.44M	1.3%	18
2026 Q2	$5.46M	Buy	235,576 +168,700	+252%	+$3.91M	0.94%	27
2026 Q1	$1.56M	Buy	66,876 +12,376	+23%	+$290K	0.3%	86
2025 Q4	$1.28M	Buy	54,500 +31,779	+140%	+$745K	0.25%	98
2025 Q3	$533K	Buy	+22,721	New	+$531K	0.1%	152

Other funds holding IBDU

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Great Diamond Partners's IBDU Position: Q3 2026 in Review

Great Diamond Partners increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 45% in Q3 2026, buying an estimated $2.44M and bringing the position to 341,592 shares worth $7.75M. The position accounts for 1.3% of the portfolio, ranked #18.

Great Diamond Partners first reported a position in IBDU in Q3 2025 and has held it in 5 quarters since. 297 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Great Diamond Partners held 341,592 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $7.75M as of Q3 2026.
Great Diamond Partners bought 106,016 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $2.44M.
iShares iBonds Dec 2029 Term Corporate ETF made up 1.3% of Great Diamond Partners's portfolio in Q3 2026, its #18 holding.
Great Diamond Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
297 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.