High Note Wealth’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

High Note Wealth’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	$2.62M	Buy	113,169 +63,172	+126%	+$1.46M	0.45%	48
2026 Q1	$1.16M	Buy	49,997 +45,527	+1,019%	+$1.07M	0.23%	62
2025 Q4	$105K	Buy	+4,470	New	+$105K	0.02%	140

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

High Note Wealth's IBDU Position: Q2 2026 in Review

High Note Wealth increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 126% in Q2 2026, buying an estimated $1.46M and bringing the position to 113,169 shares worth $2.62M. The position accounts for 0.45% of the portfolio, ranked #48.

High Note Wealth first reported a position in IBDU in Q4 2025 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

High Note Wealth held 113,169 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.62M as of Q2 2026.
High Note Wealth bought 63,172 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.46M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.45% of High Note Wealth's portfolio in Q2 2026, its #48 holding.
High Note Wealth first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.