Hancock Whitney’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Hancock Whitney’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	$5.25M	Buy	226,507 +1,574	+0.7%	+$36.5K	0.09%	182
2026 Q1	$5.23M	Buy	224,933 +11,830	+6%	+$277K	0.09%	176
2025 Q4	$4.99M	Sell	213,103 -5,131	-2%	-$120K	0.09%	175
2025 Q3	$5.12M	Buy	218,234 +11,260	+5%	+$263K	0.09%	170
2025 Q2	$4.83M	Buy	+206,974	New	+$4.77M	0.09%	166

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

Hancock Whitney's IBDU Position: Q2 2026 in Review

Hancock Whitney increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.7% in Q2 2026, buying an estimated $36.5K and bringing the position to 226,507 shares worth $5.25M. The position accounts for 0.09% of the portfolio, ranked #182.

Hancock Whitney first reported a position in IBDU in Q2 2025 and has held it in 5 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Hancock Whitney held 226,507 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $5.25M as of Q2 2026.
Hancock Whitney bought 1,574 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $36.5K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.09% of Hancock Whitney's portfolio in Q2 2026, its #182 holding.
Hancock Whitney first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Hancock Whitney's 13F filing for Q2 2026, filed 14 Aug 2026.