Ledyard National Bank’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Ledyard National Bank’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	$358K	Buy	15,453 +140	+0.9%	+$3.25K	0.03%	195
2026 Q1	$356K	Sell	15,313 -957	-6%	-$22.4K	0.03%	182
2025 Q4	$381K	Buy	16,270 +450	+3%	+$10.5K	0.03%	174
2025 Q3	$371K	Buy	+15,820	New	+$370K	0.03%	170

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

Ledyard National Bank's IBDU Position: Q2 2026 in Review

Ledyard National Bank increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.91% in Q2 2026, buying an estimated $3.25K and bringing the position to 15,453 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #195.

Ledyard National Bank first reported a position in IBDU in Q3 2025 and has held it in 4 quarters since. The position peaked at $381K in Q4 2025. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Ledyard National Bank held 15,453 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $358K as of Q2 2026.
Ledyard National Bank bought 140 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $3.25K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of Ledyard National Bank's portfolio in Q2 2026, its #195 holding.
Ledyard National Bank first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
Ledyard National Bank's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $381K in Q4 2025.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.