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International Assets Investment Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

International Assets Investment Management’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 		$199K Hold
8,627
– – 0.01% 869
2026
Q1 		$200K Buy
8,627
+2,295
+36% +$53.7K 0.01% 811
2025
Q4 		$148K Buy
+6,332
New +$148K 0.01% 907

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

International Assets Investment Management's IBDU Position: Q2 2026 in Review

International Assets Investment Management held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 8,627 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #869.

International Assets Investment Management first reported a position in IBDU in Q4 2025 and has held it in 3 quarters since. The position peaked at $200K in Q1 2026. 320 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • International Assets Investment Management held 8,627 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $199K as of Q2 2026.
  • International Assets Investment Management left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #869 holding.
  • International Assets Investment Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • International Assets Investment Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $200K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.