J.W. Cole Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

J.W. Cole 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	$6.43M	Sell	277,601 -2,610	-0.9%	-$60.5K	0.11%	189
2026 Q1	$6.52M	Buy	280,211 +4,046	+1%	+$94.7K	0.22%	89
2025 Q4	$6.46M	Buy	276,165 +725	+0.3%	+$17K	0.16%	131
2025 Q3	$6.46M	Buy	275,440 +22,998	+9%	+$537K	0.12%	167
2025 Q2	$5.89M	Buy	+252,442	New	+$5.82M	0.13%	172
2025 Q1	–	Sell	-270,416	Closed	-$6.17M	–	1303
2024 Q4	$6.17M	Sell	270,416 -27,635	-9%	-$637K	0.25%	86
2024 Q3	$7.01M	Buy	298,051 +109,370	+58%	+$2.53M	0.29%	67
2024 Q2	$4.28M	Buy	188,681 +40,287	+27%	+$909K	0.2%	105
2024 Q1	$3.39M	Buy	+148,394	New	+$3.39M	0.17%	134

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

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

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

J.W. Cole Advisors's IBDU Position: Q2 2026 in Review

J.W. Cole Advisors reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.93% in Q2 2026, selling an estimated $60.5K and leaving 277,601 shares worth $6.43M. The position accounts for 0.11% of the portfolio, ranked #189.

J.W. Cole Advisors first reported a position in IBDU in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.01M in Q3 2024. 172 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

J.W. Cole Advisors held 277,601 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $6.43M as of Q2 2026.
J.W. Cole Advisors sold 2,610 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $60.5K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.11% of J.W. Cole Advisors's portfolio in Q2 2026, its #189 holding.
J.W. Cole Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
J.W. Cole Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $7.01M in Q3 2024.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.