Houlihan Financial Resource Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Houlihan Financial Resource Group’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	$5.39M	Buy	232,703 +9,538	+4%	+$221K	1.92%	15
2026 Q1	$5.19M	Buy	223,165 +4,233	+2%	+$99K	2.02%	16
2025 Q4	$5.14M	Buy	218,932 +122,602	+127%	+$2.87M	1.95%	16
2025 Q3	$2.26M	Sell	96,330 -106,570	-53%	-$2.49M	1.99%	17
2025 Q2	$4.73M	Buy	202,900 +952	+0.5%	+$22K	1.96%	16
2025 Q1	$4.67M	Sell	201,948 -2,098	-1%	-$48.1K	2.1%	17
2024 Q4	$4.65M	Buy	204,046 +15,552	+8%	+$358K	1.98%	17
2024 Q3	$4.43M	Buy	188,494 +31,275	+20%	+$725K	1.83%	19
2024 Q2	$3.56M	Buy	157,219 +10,940	+7%	+$247K	2.43%	15
2024 Q1	$3.34M	Buy	146,279 +37,200	+34%	+$849K	1.5%	27
2023 Q4	$2.52M	Buy	109,079 +76,800	+238%	+$1.7M	1.22%	29
2023 Q3	$699K	Buy	+32,279	New	+$718K	0.37%	50

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

Houlihan Financial Resource Group's IBDU Position: Q2 2026 in Review

Houlihan Financial Resource Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.3% in Q2 2026, buying an estimated $221K and bringing the position to 232,703 shares worth $5.39M. The position accounts for 1.92% of the portfolio, ranked #15.

Houlihan Financial Resource Group first reported a position in IBDU in Q3 2023 and has held it in 12 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Houlihan Financial Resource Group held 232,703 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $5.39M as of Q2 2026.
Houlihan Financial Resource Group bought 9,538 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $221K.
iShares iBonds Dec 2029 Term Corporate ETF made up 1.92% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #15 holding.
Houlihan Financial Resource Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.