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Jefferson Bridge Capital’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Jefferson Bridge Capital’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 		$1.51M Sell
65,286
-5,459
-8% -$127K 1.31% 27
2026
Q1 		$1.65M Buy
70,745
+1,771
+3% +$41.4K 1.63% 24
2025
Q4 		$1.61M Buy
+68,974
New +$1.62M 1.63% 26

Other funds holding IBDU

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
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
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

Jefferson Bridge Capital's IBDU Position: Q2 2026 in Review

Jefferson Bridge Capital reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 7.7% in Q2 2026, selling an estimated $127K and leaving 65,286 shares worth $1.51M. The position accounts for 1.31% of the portfolio, ranked #27.

Jefferson Bridge Capital first reported a position in IBDU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.65M in Q1 2026. 247 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Jefferson Bridge Capital held 65,286 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.51M as of Q2 2026.
  • Jefferson Bridge Capital sold 5,459 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $127K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 1.31% of Jefferson Bridge Capital's portfolio in Q2 2026, its #27 holding.
  • Jefferson Bridge Capital first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Jefferson Bridge Capital's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.65M in Q1 2026.
  • 247 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Jefferson Bridge Capital's 13F filing for Q2 2026, filed 21 Jul 2026.