I
IBDU icon

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

InvesTrust’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 		$7.17M Buy
309,429
+36,354
+13% +$843K 2.76% 7
2026
Q1 		$6.35M Buy
273,075
+20,591
+8% +$482K 2.67% 9
2025
Q4 		$5.91M Sell
252,484
-8,552
-3% -$200K 2.29% 11
2025
Q3 		$6.13M Buy
261,036
+17,663
+7% +$413K 2.24% 11
2025
Q2 		$5.68M Buy
243,373
+4,385
+2% +$101K 2.19% 11
2025
Q1 		$5.53M Buy
238,988
+199,330
+503% +$4.57M 1.51% 35
2024
Q4 		$905K Buy
+39,658
New +$914K 0.25% 63

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
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

InvesTrust's IBDU Position: Q2 2026 in Review

InvesTrust increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 13% in Q2 2026, buying an estimated $843K and bringing the position to 309,429 shares worth $7.17M. The position accounts for 2.76% of the portfolio, ranked #7.

InvesTrust first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • InvesTrust held 309,429 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $7.17M as of Q2 2026.
  • InvesTrust bought 36,354 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $843K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 2.76% of InvesTrust's portfolio in Q2 2026, its #7 holding.
  • InvesTrust first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • 196 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.