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

Ironwood Financial’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	$14.7M	Buy	636,737 +77,652	+14%	+$1.8M	2.29%	8
2026 Q1	$13M	Buy	559,085 +21,934	+4%	+$513K	2.27%	7
2025 Q4	$12.6M	Buy	537,151 +37,280	+7%	+$874K	2.13%	8
2025 Q3	$11.7M	Buy	499,871 +122,435	+32%	+$2.86M	2.08%	8
2025 Q2	$8.73M	Hold	377,436	–	–	1.87%	13
2025 Q1	$8.73M	Buy	377,436 +22,302	+6%	+$511K	1.87%	13
2024 Q4	$8.1M	Buy	355,134 +10,673	+3%	+$246K	1.7%	15
2024 Q3	$8.1M	Buy	344,461 +71,271	+26%	+$1.65M	1.7%	15
2024 Q2	$6.19M	Buy	273,190 +28,646	+12%	+$646K	1.39%	16
2024 Q1	$5.58M	Buy	244,544 +146,645	+150%	+$3.35M	1.28%	20
2023 Q4	$2.26M	Buy	+97,899	New	+$2.17M	0.55%	41

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

Ironwood Financial's IBDU Position: Q2 2026 in Review

Ironwood Financial increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 14% in Q2 2026, buying an estimated $1.8M and bringing the position to 636,737 shares worth $14.7M. The position accounts for 2.29% of the portfolio, ranked #8.

Ironwood Financial first reported a position in IBDU in Q4 2023 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Ironwood Financial held 636,737 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $14.7M as of Q2 2026.
Ironwood Financial bought 77,652 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.8M.
iShares iBonds Dec 2029 Term Corporate ETF made up 2.29% of Ironwood Financial's portfolio in Q2 2026, its #8 holding.
Ironwood Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.