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Krilogy Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Krilogy Financial’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 		$5.25M Buy
226,780
+365
+0.2% +$8.46K 0.16% 110
2026
Q1 		$5.27M Buy
226,415
+3,086
+1% +$72.2K 0.17% 104
2025
Q4 		$5.24M Buy
223,329
+6,764
+3% +$159K 0.18% 97
2025
Q3 		$5.05M Buy
216,565
+25,415
+13% +$594K 0.19% 88
2025
Q2 		$4.46M Buy
191,150
+10,721
+6% +$247K 0.26% 86
2025
Q1 		$4.17M Buy
180,429
+14,809
+9% +$340K 0.27% 79
2024
Q4 		$3.78M Sell
165,620
-7,108
-4% -$164K 0.25% 84
2024
Q3 		$4.06M Buy
172,728
+81
+0% +$1.88K 0.28% 83
2024
Q2 		$3.91M Buy
172,647
+992
+0.6% +$22.4K 0.29% 76
2024
Q1 		$3.92M Buy
171,655
+4,357
+3% +$99.4K 0.3% 75
2023
Q4 		$3.86M Buy
167,298
+6,997
+4% +$155K 0.33% 70
2023
Q3 		$3.51M Buy
160,301
+2,422
+2% +$53.9K 0.32% 72
2023
Q2 		$3.54M Buy
157,879
+727
+0.5% +$16.5K 0.32% 72
2023
Q1 		$3.6M Buy
157,152
+94,845
+152% +$2.14M 0.3% 72
2022
Q4 		$1.38M Sell
62,307
-81,164
-57% -$1.79M 0.13% 131
2022
Q3 		$3.13M Buy
143,471
+1,461
+1% +$33.5K 0.37% 45
2022
Q2 		$3.25M Buy
142,010
+53,067
+60% +$1.24M 0.38% 46
2022
Q1 		$2.18M Sell
88,943
-62,507
-41% -$1.58M 0.22% 68
2021
Q4 		$3.99M Buy
151,450
+248
+0.2% +$6.55K 0.4% 44
2021
Q3 		$4.02M Buy
151,202
+2,854
+2% +$76.9K 0.4% 42
2021
Q2 		$3.98M Sell
148,348
-5,023
-3% -$133K 0.4% 40
2021
Q1 		$4.01M Buy
+153,371
New +$4.1M 0.42% 36

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

Krilogy Financial's IBDU Position: Q2 2026 in Review

Krilogy Financial increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.16% in Q2 2026, buying an estimated $8.46K and bringing the position to 226,780 shares worth $5.25M. The position accounts for 0.16% of the portfolio, ranked #110.

Krilogy Financial first reported a position in IBDU in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.27M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Krilogy Financial held 226,780 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $5.25M as of Q2 2026.
  • Krilogy Financial bought 365 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $8.46K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.16% of Krilogy Financial's portfolio in Q2 2026, its #110 holding.
  • Krilogy Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2021 and has held it in 22 quarters since.
  • Krilogy Financial's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $5.27M in Q1 2026.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.