Hurley Capital
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Hurley Capital’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Hurley Capital’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
Q3 		$53.3K Buy
2,350
+26
+1% +$597 0.03% 188
2026
Q2 		$53.8K Buy
2,324
+1,316
+131% +$30.5K 0.03% 180
2026
Q1 		$23.4K Buy
+1,008
New +$23.6K 0.01% 243

Other funds holding IBDU

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Hurley Capital's IBDU Position: Q3 2026 in Review

Hurley Capital increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.1% in Q3 2026, buying an estimated $597 and bringing the position to 2,350 shares worth $53.3K. The position accounts for 0.03% of the portfolio, ranked #188.

Hurley Capital first reported a position in IBDU in Q1 2026 and has held it in 3 quarters since. The position peaked at $53.8K in Q2 2026. 280 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Hurley Capital held 2,350 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $53.3K as of Q3 2026.
  • Hurley Capital bought 26 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $597.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of Hurley Capital's portfolio in Q3 2026, its #188 holding.
  • Hurley Capital first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • Hurley Capital's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $53.8K in Q2 2026.
  • 280 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Hurley Capital's 13F filing for Q3 2026, filed 5 Nov 2026.