Harbor Advisory Corp’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Harbor Advisory Corp’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	$3.82M	Buy	164,815 +15,912	+11%	+$369K	1.02%	32
2026 Q1	$3.46M	Buy	148,903 +23,564	+19%	+$551K	1.04%	32
2025 Q4	$2.93M	Buy	125,339 +46,519	+59%	+$1.09M	0.89%	32
2025 Q3	$1.85M	Hold	78,820	–	–	0.55%	41
2025 Q2	$1.84M	Buy	78,820 +4,500	+6%	+$104K	0.59%	40
2025 Q1	$1.72M	Buy	74,320 +9,671	+15%	+$222K	0.58%	44
2024 Q4	$1.47M	Buy	64,649 +55,799	+630%	+$1.29M	0.48%	50
2024 Q3	$208K	Sell	8,850 -9,000	-50%	-$209K	0.07%	88
2024 Q2	$405K	Buy	+17,850	New	+$403K	0.14%	69

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

Harbor Advisory Corp's IBDU Position: Q2 2026 in Review

Harbor Advisory Corp increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 11% in Q2 2026, buying an estimated $369K and bringing the position to 164,815 shares worth $3.82M. The position accounts for 1.02% of the portfolio, ranked #32.

Harbor Advisory Corp first reported a position in IBDU in Q2 2024 and has held it in 9 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Harbor Advisory Corp held 164,815 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.82M as of Q2 2026.
Harbor Advisory Corp bought 15,912 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $369K.
iShares iBonds Dec 2029 Term Corporate ETF made up 1.02% of Harbor Advisory Corp's portfolio in Q2 2026, its #32 holding.
Harbor Advisory Corp first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Harbor Advisory Corp's 13F filing for Q2 2026, filed 13 Aug 2026.