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Knights of Columbus Asset Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Knights of Columbus Asset 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 		– Sell
-1,239
Closed -$28.8K – 409
2026
Q1 		$28.8K Hold
1,239
– – ﹤0.01% 382
2025
Q4 		$29K Hold
1,239
– – ﹤0.01% 377
2025
Q3 		$29.1K Hold
1,239
– – ﹤0.01% 361
2025
Q2 		$28.9K Hold
1,239
– – ﹤0.01% 349
2025
Q1 		$28.7K Hold
1,239
– – ﹤0.01% 338
2024
Q4 		$28.2K Hold
1,239
– – ﹤0.01% 346
2024
Q3 		$29.1K Hold
1,239
– – ﹤0.01% 356
2024
Q2 		$28.1K Hold
1,239
– – ﹤0.01% 380
2024
Q1 		$28.3K Hold
1,239
– – ﹤0.01% 355
2023
Q4 		$28.6K Hold
1,239
– – ﹤0.01% 363
2023
Q3 		$27.1K Hold
1,239
– – ﹤0.01% 365
2023
Q2 		$27.8K Hold
1,239
– – ﹤0.01% 365
2023
Q1 		$28.3K Hold
1,239
– – ﹤0.01% 351
2022
Q4 		$27.5K Hold
1,239
– – ﹤0.01% 336
2022
Q3 		$27K Hold
1,239
– – ﹤0.01% 314
2022
Q2 		$28K Hold
1,239
– – ﹤0.01% 315
2022
Q1 		$30K Hold
1,239
– – ﹤0.01% 308
2021
Q4 		$33K Hold
1,239
– – ﹤0.01% 306
2021
Q3 		$33K Hold
1,239
– – ﹤0.01% 303
2021
Q2 		$33K Hold
1,239
– – ﹤0.01% 298
2021
Q1 		$32K Hold
1,239
– – ﹤0.01% 319
2020
Q4 		$34K Hold
1,239
– – ﹤0.01% 314
2020
Q3 		$34K Hold
1,239
– – ﹤0.01% 306
2020
Q2 		$33K Buy
+1,239
New +$31.9K ﹤0.01% 319

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

Knights of Columbus Asset Advisors's IBDU Position: Q2 2026 in Review

Knights of Columbus Asset Advisors sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 1,239 shares — an estimated $28.8K sold.

Knights of Columbus Asset Advisors first reported a position in IBDU in Q2 2020 and held it in 24 quarters. The position peaked at $34K in Q4 2020. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Knights of Columbus Asset Advisors reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 1,239 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $28.8K.
  • Knights of Columbus Asset Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2020 and held it in 24 quarters.
  • Knights of Columbus Asset Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $34K in Q4 2020.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.