Harbour Investments’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Harbour Investments’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	$222K	Buy	9,587 +98	+1%	+$2.27K	﹤0.01%	1551
2026 Q1	$221K	Buy	9,489 +63	+0.7%	+$1.47K	﹤0.01%	1481
2025 Q4	$221K	Buy	9,426 +243	+3%	+$5.7K	﹤0.01%	1233
2025 Q3	$216K	Buy	9,183 +1,094	+14%	+$25.6K	﹤0.01%	1193
2025 Q2	$189K	Buy	8,089 +2,507	+45%	+$57.8K	﹤0.01%	1201
2025 Q1	$129K	Buy	5,582 +44	+0.8%	+$1.01K	﹤0.01%	1302
2024 Q4	$126K	Buy	5,538 +1,156	+26%	+$26.6K	﹤0.01%	1259
2024 Q3	$103K	Sell	4,382 -75	-2%	-$1.74K	﹤0.01%	1302
2024 Q2	$101K	Buy	4,457 +178	+4%	+$4.01K	﹤0.01%	1230
2024 Q1	$97.7K	Buy	4,279 +32	+0.8%	+$730	﹤0.01%	1230
2023 Q4	$98K	Buy	4,247 +64	+2%	+$1.42K	﹤0.01%	1145
2023 Q3	$91.6K	Buy	4,183 +46	+1%	+$1.02K	﹤0.01%	1084
2023 Q2	$92.9K	Buy	4,137 +43	+1%	+$975	﹤0.01%	1092
2023 Q1	$93.7K	Buy	4,094 +27	+0.7%	+$610	0.01%	1074
2022 Q4	$90.2K	Buy	4,067 +87	+2%	+$1.92K	0.01%	1045
2022 Q3	$91K	Hold	3,980	–	–	0.01%	1009
2022 Q2	$91K	Buy	+3,980	New	+$92.7K	0.01%	1009
2021 Q4	–	Sell	-1,472	Closed	-$39K	–	3119
2021 Q3	$39K	Buy	+1,472	New	+$39.7K	﹤0.01%	1923

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

Harbour Investments's IBDU Position: Q2 2026 in Review

Harbour Investments increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1% in Q2 2026, buying an estimated $2.27K and bringing the position to 9,587 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Harbour Investments first reported a position in IBDU in Q3 2021 and has held it in 18 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Harbour Investments held 9,587 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $222K as of Q2 2026.
Harbour Investments bought 98 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.27K.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1551 holding.
Harbour Investments first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2021 and has held it in 18 quarters since.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.