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Kesler Norman & Wride’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Kesler Norman & Wride’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 		– Sell
-172,172
Closed -$4M – 279
2026
Q1 		$4M Buy
172,172
+49,903
+41% +$1.17M 0.69% 49
2025
Q4 		$2.86M Buy
122,269
+56,953
+87% +$1.33M 0.49% 59
2025
Q3 		$1.49M Buy
65,316
+740
+1% +$17.3K 0.29% 76
2025
Q2 		$1.51M Sell
64,576
-336
-0.5% -$7.75K 0.27% 84
2025
Q1 		$1.5M Sell
64,912
-404
-0.6% -$9.26K 0.29% 85
2024
Q4 		$1.49M Buy
65,316
+31,288
+92% +$721K 0.32% 71
2024
Q3 		$800K Buy
34,028
+1,349
+4% +$31.3K 0.16% 125
2024
Q2 		$741K Sell
32,679
-510
-2% -$11.5K 0.16% 114
2024
Q1 		$757K Sell
33,189
-343
-1% -$7.83K 0.16% 113
2023
Q4 		$774K Sell
33,532
-10,143
-23% -$225K 0.18% 113
2023
Q3 		$956K Sell
43,675
-21,801
-33% -$485K 0.24% 104
2023
Q2 		$1.47M Sell
65,476
-2,679
-4% -$60.7K 0.36% 86
2023
Q1 		$1.56M Sell
68,155
-1,330
-2% -$30.1K 0.39% 84
2022
Q4 		$1.54M Sell
69,485
-5,445
-7% -$120K 0.4% 82
2022
Q3 		$1.63M Sell
74,930
-4,047
-5% -$92.7K 0.46% 69
2022
Q2 		$1.8M Sell
78,977
-133
-0.2% -$3.1K 0.5% 68
2022
Q1 		$1.94M Buy
79,110
+191
+0.2% +$4.82K 0.43% 66
2021
Q4 		$2.08M Buy
78,919
+1,513
+2% +$40K 0.44% 64
2021
Q3 		$2.06M Buy
+77,406
New +$2.09M 0.49% 65

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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

Kesler Norman & Wride's IBDU Position: Q2 2026 in Review

Kesler Norman & Wride sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 172,172 shares — an estimated $4M sold.

Kesler Norman & Wride first reported a position in IBDU in Q3 2021 and held it in 19 quarters. The position peaked at $4M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Kesler Norman & Wride reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Kesler Norman & Wride sold 172,172 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $4M.
  • Kesler Norman & Wride first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2021 and held it in 19 quarters.
  • Kesler Norman & Wride's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4M in Q1 2026.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.