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

Harbor Investment Advisory’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 		$2.33M Buy
100,760
+16,114
+19% +$374K 0.16% 105
2026
Q1 		$1.97M Buy
84,646
+19,554
+30% +$457K 0.16% 112
2025
Q4 		$1.52M Buy
65,092
+40,456
+164% +$948K 0.11% 143
2025
Q3 		$578K Buy
24,636
+6,111
+33% +$143K 0.05% 260
2025
Q2 		$432K Buy
18,525
+16,885
+1,030% +$389K 0.04% 281
2025
Q1 		$37.9K Buy
1,640
+840
+105% +$19.3K ﹤0.01% 663
2024
Q4 		$18.2K Hold
800
– – ﹤0.01% 762
2024
Q3 		$18.8K Hold
800
– – ﹤0.01% 755
2024
Q2 		$18.1K Buy
+800
New +$18K ﹤0.01% 753

Other funds holding IBDU

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

Harbor Investment Advisory increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 19% in Q2 2026, buying an estimated $374K and bringing the position to 100,760 shares worth $2.33M. The position accounts for 0.16% of the portfolio, ranked #105.

Harbor Investment Advisory first reported a position in IBDU in Q2 2024 and has held it in 9 quarters since. 263 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Harbor Investment Advisory held 100,760 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.33M as of Q2 2026.
  • Harbor Investment Advisory bought 16,114 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $374K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.16% of Harbor Investment Advisory's portfolio in Q2 2026, its #105 holding.
  • Harbor Investment Advisory first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.