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Hamel Associates’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Hamel Associates’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 		$5.69M Sell
245,615
-1,087
-0.4% -$25.2K 1.57% 25
2026
Q1 		$5.74M Buy
246,702
+18,923
+8% +$443K 1.64% 26
2025
Q4 		$5.33M Buy
227,779
+26,094
+13% +$611K 1.61% 25
2025
Q3 		$4.73M Sell
201,685
-3,750
-2% -$87.6K 1.46% 30
2025
Q2 		$4.79M Sell
205,435
-6,100
-3% -$141K 1.62% 27
2025
Q1 		$4.89M Sell
211,535
-90,887
-30% -$2.08M 1.66% 26
2024
Q4 		$6.9M Buy
302,422
+76,654
+34% +$1.77M 2.22% 17
2024
Q3 		$5.31M Buy
225,768
+31,275
+16% +$725K 1.62% 28
2024
Q2 		$4.41M Buy
194,493
+127,613
+191% +$2.88M 1.39% 30
2024
Q1 		$1.53M Buy
+66,880
New +$1.53M 0.49% 49

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
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Hamel Associates's IBDU Position: Q2 2026 in Review

Hamel Associates reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.44% in Q2 2026, selling an estimated $25.2K and leaving 245,615 shares worth $5.69M. The position accounts for 1.57% of the portfolio, ranked #25.

Hamel Associates first reported a position in IBDU in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.9M in Q4 2024. 196 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Hamel Associates held 245,615 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $5.69M as of Q2 2026.
  • Hamel Associates sold 1,087 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $25.2K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 1.57% of Hamel Associates's portfolio in Q2 2026, its #25 holding.
  • Hamel Associates first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • Hamel Associates's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $6.9M in Q4 2024.
  • 196 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.