Heartland Bank & Trust’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Heartland Bank & Trust’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	$4.42M	Buy	190,831 +42,338	+29%	+$981K	0.91%	25
2026 Q1	$3.45M	Buy	148,493 +118,889	+402%	+$2.78M	0.78%	27
2025 Q4	$693K	Buy	29,604 +10,886	+58%	+$255K	0.29%	77
2025 Q3	$439K	Buy	18,718 +2,627	+16%	+$61.4K	0.18%	111
2025 Q2	$375K	Buy	16,091 +5,516	+52%	+$127K	0.18%	122
2025 Q1	$245K	Buy	+10,575	New	+$242K	0.13%	152

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

Heartland Bank & Trust's IBDU Position: Q2 2026 in Review

Heartland Bank & Trust increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 29% in Q2 2026, buying an estimated $981K and bringing the position to 190,831 shares worth $4.42M. The position accounts for 0.91% of the portfolio, ranked #25.

Heartland Bank & Trust first reported a position in IBDU in Q1 2025 and has held it in 6 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Heartland Bank & Trust held 190,831 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.42M as of Q2 2026.
Heartland Bank & Trust bought 42,338 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $981K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.91% of Heartland Bank & Trust's portfolio in Q2 2026, its #25 holding.
Heartland Bank & Trust first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.