Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$3.66M	Buy	158,165 +13,550	+9%	+$314K	0.35%	55
2026 Q1	$3.36M	Buy	144,615 +11,365	+9%	+$266K	0.33%	60
2025 Q4	$3.12M	Buy	133,250 +17,450	+15%	+$409K	0.41%	60
2025 Q3	$2.72M	Buy	115,800 +9,300	+9%	+$217K	0.38%	66
2025 Q2	$2.48M	Buy	106,500 +4,300	+4%	+$99.2K	0.37%	69
2025 Q1	$2.36M	Buy	102,200 +9,750	+11%	+$224K	0.37%	68
2024 Q4	$2.11M	Buy	92,450 +23,150	+33%	+$533K	0.33%	73
2024 Q3	$1.63M	Buy	69,300 +17,600	+34%	+$408K	0.26%	84
2024 Q2	$1.17M	Buy	51,700 +30,950	+149%	+$698K	0.2%	99
2024 Q1	$474K	Buy	+20,750	New	+$473K	0.08%	127

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

Laurel Wealth Advisors (North Carolina)'s IBDU Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 9.4% in Q2 2026, buying an estimated $314K and bringing the position to 158,165 shares worth $3.66M. The position accounts for 0.35% of the portfolio, ranked #55.

Laurel Wealth Advisors (North Carolina) first reported a position in IBDU in Q1 2024 and has held it in 10 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 158,165 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.66M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 13,550 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $314K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.35% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #55 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.