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

Integrated Advisors Network’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	$469K	Buy	20,235 +1,512	+8%	+$35K	0.02%	473
2026 Q1	$435K	Buy	18,723 +1,935	+12%	+$45.3K	0.02%	485
2025 Q4	$393K	Buy	+16,788	New	+$393K	0.02%	526

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

Integrated Advisors Network's IBDU Position: Q2 2026 in Review

Integrated Advisors Network increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 8.1% in Q2 2026, buying an estimated $35K and bringing the position to 20,235 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #473.

Integrated Advisors Network first reported a position in IBDU in Q4 2025 and has held it in 3 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Integrated Advisors Network held 20,235 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $469K as of Q2 2026.
Integrated Advisors Network bought 1,512 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $35K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of Integrated Advisors Network's portfolio in Q2 2026, its #473 holding.
Integrated Advisors Network first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.