Johnson Bixby & Associates’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Johnson Bixby & Associates’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	$330K	Buy	14,259 +126	+0.9%	+$2.92K	0.04%	106
2026 Q1	$329K	Buy	14,133 +106	+0.8%	+$2.48K	0.04%	97
2025 Q4	$328K	Buy	14,027 +215	+2%	+$5.04K	0.04%	95
2025 Q3	$324K	Buy	13,812 +159	+1%	+$3.71K	0.04%	94
2025 Q2	$319K	Sell	13,653 -1,875	-12%	-$43.2K	0.04%	93
2025 Q1	$359K	Buy	15,528 +122	+0.8%	+$2.8K	0.05%	81
2024 Q4	$351K	Buy	15,406 +243	+2%	+$5.6K	0.05%	81
2024 Q3	$356K	Buy	15,163 +179	+1%	+$4.15K	0.05%	81
2024 Q2	$340K	Buy	14,984 +2,454	+20%	+$55.4K	0.06%	80
2024 Q1	$286K	Buy	+12,530	New	+$286K	0.05%	93

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

Johnson Bixby & Associates's IBDU Position: Q2 2026 in Review

Johnson Bixby & Associates increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.89% in Q2 2026, buying an estimated $2.92K and bringing the position to 14,259 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #106.

Johnson Bixby & Associates first reported a position in IBDU in Q1 2024 and has held it in 10 quarters since. The position peaked at $359K in Q1 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Johnson Bixby & Associates held 14,259 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $330K as of Q2 2026.
Johnson Bixby & Associates bought 126 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.92K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of Johnson Bixby & Associates's portfolio in Q2 2026, its #106 holding.
Johnson Bixby & Associates first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Johnson Bixby & Associates's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $359K in Q1 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.