Highland Financial Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Highland Financial Advisors’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	$257K	Hold	11,110	–	–	0.06%	62
2026 Q1	$258K	Hold	11,110	–	–	0.07%	54
2025 Q4	$260K	Hold	11,110	–	–	0.07%	49
2025 Q3	$261K	Hold	11,110	–	–	0.07%	47
2025 Q2	$259K	Hold	11,110	–	–	0.08%	43
2025 Q1	$257K	Hold	11,110	–	–	0.09%	44
2024 Q4	$253K	Hold	11,110	–	–	0.09%	47
2024 Q3	$261K	Hold	11,110	–	–	0.09%	40
2024 Q2	$252K	Hold	11,110	–	–	0.09%	45
2024 Q1	$254K	Hold	11,110	–	–	0.1%	45
2023 Q4	$256K	Buy	+11,110	New	+$246K	0.11%	43

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

Highland Financial Advisors's IBDU Position: Q2 2026 in Review

Highland Financial Advisors held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 11,110 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #62.

Highland Financial Advisors first reported a position in IBDU in Q4 2023 and has held it in 11 quarters since. The position peaked at $261K in Q3 2024. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Highland Financial Advisors held 11,110 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $257K as of Q2 2026.
Highland Financial Advisors left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.06% of Highland Financial Advisors's portfolio in Q2 2026, its #62 holding.
Highland Financial Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Highland Financial Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $261K in Q3 2024.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.