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Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Koesten Hirschmann & Crabtree’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 		$445K Buy
+19,229
New +$446K 0.19% 28
2025
Q4 		– Sell
-8,391
Closed -$197K – 126
2025
Q3 		$197K Hold
8,391
– – 0.09% 38
2025
Q2 		$196K Hold
8,391
– – 0.1% 35
2025
Q1 		$194K Buy
8,391
+865
+11% +$19.8K 0.11% 32
2024
Q4 		$172K Buy
7,526
+2,070
+38% +$47.7K 0.1% 37
2024
Q3 		$128K Hold
5,456
– – 0.07% 47
2024
Q2 		$125K Hold
5,456
– – 0.08% 47
2024
Q1 		$125K Hold
5,456
– – 0.08% 47
2023
Q4 		$126K Buy
+5,456
New +$121K 0.09% 37

Other funds holding IBDU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBDU Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 19,229 shares worth $445K. The stake represents 0.19% of the portfolio and ranks #28 among its holdings. This is a return to the name: Koesten Hirschmann & Crabtree previously reported a position in IBDU as recently as Q3 2025.

Koesten Hirschmann & Crabtree first reported a position in IBDU in Q4 2023 and has held it in 9 quarters since. 131 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Koesten Hirschmann & Crabtree held 19,229 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $445K as of Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF was a new Koesten Hirschmann & Crabtree position in Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.19% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #28 holding.
  • Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 9 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.