Journey Advisory Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Journey Advisory Group’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	$1.16M	Hold	50,100	–	–	0.09%	151
2026 Q1	$1.17M	Hold	50,100	–	–	0.1%	135
2025 Q4	$1.17M	Buy	50,100 +2,800	+6%	+$65.6K	0.1%	145
2025 Q3	$1.11M	Hold	47,300	–	–	0.08%	147
2025 Q2	$1.1M	Hold	47,300	–	–	0.09%	155
2025 Q1	$1.09M	Sell	47,300 -1,618	-3%	-$37.1K	0.09%	145
2024 Q4	$1.11M	Hold	48,918	–	–	0.13%	107
2024 Q3	$1.11M	Hold	48,918	–	–	0.13%	107
2024 Q2	$1.11M	Buy	+48,918	New	+$1.1M	0.13%	107

Other funds holding IBDU

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Journey Advisory Group's IBDU Position: Q2 2026 in Review

Journey Advisory Group held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 50,100 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #151.

Journey Advisory Group first reported a position in IBDU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q4 2025. 294 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Journey Advisory Group held 50,100 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.16M as of Q2 2026.
Journey Advisory Group left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.09% of Journey Advisory Group's portfolio in Q2 2026, its #151 holding.
Journey Advisory Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
Journey Advisory Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.17M in Q4 2025.
294 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.