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Great Valley Advisor Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Great Valley Advisor Group’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 		$594K Buy
25,654
+391
+2% +$9.06K 0.01% 661
2026
Q1 		$588K Buy
25,263
+4,025
+19% +$94.2K 0.01% 638
2025
Q4 		$497K Buy
+21,238
New +$498K 0.01% 632

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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

Great Valley Advisor Group's IBDU Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.5% in Q2 2026, buying an estimated $9.06K and bringing the position to 25,654 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #661.

Great Valley Advisor Group first reported a position in IBDU in Q4 2025 and has held it in 3 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Great Valley Advisor Group held 25,654 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $594K as of Q2 2026.
  • Great Valley Advisor Group bought 391 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $9.06K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #661 holding.
  • Great Valley Advisor Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.