IFG Advisory’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

IFG Advisory’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	$1.99M	Buy	+85,990	New	+$1.99M	0.07%	293
2026 Q1	–	Sell	-68,536	Closed	-$1.6M	–	577
2025 Q4	$1.6M	Buy	68,536 +2,547	+4%	+$59.7K	0.07%	283
2025 Q3	$1.55M	Buy	+65,989	New	+$1.54M	0.07%	275

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

IFG Advisory's IBDU Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 85,990 shares worth $1.99M. The stake represents 0.07% of the portfolio and ranks #293 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IBDU as recently as Q4 2025.

IFG Advisory first reported a position in IBDU in Q3 2025 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

IFG Advisory held 85,990 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.99M as of Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new IFG Advisory position in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.07% of IFG Advisory's portfolio in Q2 2026, its #293 holding.
IFG Advisory first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 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 IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.