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

IFP 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 		$6.32M Buy
272,975
+7,059
+3% +$164K 0.11% 195
2026
Q1 		$6.19M Buy
265,916
+29,483
+12% +$690K 0.13% 180
2025
Q4 		$5.53M Buy
236,433
+15,714
+7% +$368K 0.12% 174
2025
Q3 		$5.18M Sell
220,719
-9,514
-4% -$222K 0.13% 169
2025
Q2 		$5.37M Sell
230,233
-99
-0% -$2.28K 0.15% 145
2025
Q1 		$5.33M Buy
230,332
+31,981
+16% +$733K 0.16% 136
2024
Q4 		$4.52M Buy
198,351
+99,770
+101% +$2.3M 0.15% 150
2024
Q3 		$2.32M Buy
98,581
+151
+0.2% +$3.5K 0.08% 268
2024
Q2 		$2.23M Buy
98,430
+1,630
+2% +$36.8K 0.09% 240
2024
Q1 		$2.21M Buy
96,800
+8,753
+10% +$200K 0.1% 228
2023
Q4 		$2.03M Buy
88,047
+85,409
+3,238% +$1.89M 0.1% 232
2023
Q3 		$57.8K Sell
2,638
-294
-10% -$6.54K ﹤0.01% 1492
2023
Q2 		$65.8K Buy
2,932
+215
+8% +$4.87K ﹤0.01% 1496
2023
Q1 		$68.3K Buy
2,717
+56
+2% +$1.27K ﹤0.01% 1424
2022
Q4 		$67K Buy
+2,661
New +$58.6K ﹤0.01% 2024

Other funds holding IBDU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

IFP Advisors's IBDU Position: Q2 2026 in Review

IFP Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.7% in Q2 2026, buying an estimated $164K and bringing the position to 272,975 shares worth $6.32M. The position accounts for 0.11% of the portfolio, ranked #195.

IFP Advisors first reported a position in IBDU in Q4 2022 and has held it in 15 quarters since. 121 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • IFP Advisors held 272,975 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $6.32M as of Q2 2026.
  • IFP Advisors bought 7,059 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $164K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.11% of IFP Advisors's portfolio in Q2 2026, its #195 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • 121 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.