Koshinski Asset Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Koshinski Asset Management’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	$501K	Buy	21,627 +1,144	+6%	+$26.5K	0.03%	454
2026 Q1	$476K	Buy	20,483 +455	+2%	+$10.6K	0.03%	453
2025 Q4	$469K	Buy	20,028 +7,380	+58%	+$173K	0.03%	444
2025 Q3	$297K	Buy	12,648 +311	+3%	+$7.26K	0.02%	563
2025 Q2	$288K	Buy	+12,337	New	+$285K	0.02%	541
2022 Q2	–	Sell	-1,904	Closed	-$46.7K	–	1218
2022 Q1	$46.7K	Buy	1,904 +44	+2%	+$1.11K	﹤0.01%	1143
2021 Q4	$49K	Hold	1,860	–	–	﹤0.01%	1136
2021 Q3	$49.5K	Buy	+1,860	New	+$50.1K	﹤0.01%	1119

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

Koshinski Asset Management's IBDU Position: Q2 2026 in Review

Koshinski Asset Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 5.6% in Q2 2026, buying an estimated $26.5K and bringing the position to 21,627 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #454.

Koshinski Asset Management first reported a position in IBDU in Q3 2021 and has held it in 8 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Koshinski Asset Management held 21,627 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $501K as of Q2 2026.
Koshinski Asset Management bought 1,144 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $26.5K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of Koshinski Asset Management's portfolio in Q2 2026, its #454 holding.
Koshinski Asset Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2021 and has held it in 8 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.