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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Harbour Investments's IBDU Position: Q1 2026 in Review

Harbour Investments increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.67% in Q1 2026, buying an estimated $1.47K and bringing the position to 9,489 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Harbour Investments first reported a position in IBDU in Q3 2021 and has held it in 17 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Harbour Investments held 9,489 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $221K as of Q1 2026.
  • Harbour Investments bought 63 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $1.47K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1481 holding.
  • Harbour Investments first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2021 and has held it in 17 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.