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

Lee 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	$337K	Hold	14,550	–	–	0.04%	131
2026 Q1	$338K	Buy	+14,550	New	+$340K	0.05%	120
2025 Q4	–	Sell	-14,550	Closed	-$341K	–	160
2025 Q3	$341K	Hold	14,550	–	–	0.04%	137
2025 Q2	$339K	Hold	14,550	–	–	0.05%	111
2025 Q1	$337K	Hold	14,550	–	–	0.05%	114
2024 Q4	$332K	Hold	14,550	–	–	0.05%	138
2024 Q3	$342K	Hold	14,550	–	–	0.05%	135
2024 Q2	$330K	Hold	14,550	–	–	0.05%	113
2024 Q1	$332K	Hold	14,550	–	–	0.06%	114
2023 Q4	$336K	Hold	14,550	–	–	0.06%	109
2023 Q3	$319K	Hold	14,550	–	–	0.06%	107
2023 Q2	$327K	Hold	14,550	–	–	0.06%	106
2023 Q1	$333K	Buy	+14,550	New	+$329K	0.06%	105
2022 Q4	–	Sell	-14,550	Closed	-$317K	–	963
2022 Q3	$317K	Hold	14,550	–	–	0.06%	115
2022 Q2	$332K	Hold	14,550	–	–	0.06%	115
2022 Q1	$357K	Buy	+14,550	New	+$367K	0.06%	114

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

Lee Financial's IBDU Position: Q2 2026 in Review

Lee Financial held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 14,550 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #131.

Lee Financial first reported a position in IBDU in Q1 2022 and has held it in 16 quarters since. The position peaked at $357K in Q1 2022. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Lee Financial held 14,550 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $337K as of Q2 2026.
Lee Financial left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of Lee Financial's portfolio in Q2 2026, its #131 holding.
Lee Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2022 and has held it in 16 quarters since.
Lee Financial's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $357K in Q1 2022.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.