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Little House Capital’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Little House Capital’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 		$937K Buy
40,451
+1,008
+3% +$23.4K 0.21% 86
2026
Q1 		$917K Sell
39,443
-5,924
-13% -$139K 0.24% 83
2025
Q4 		$1.06M Sell
45,367
-5,258
-10% -$123K 0.27% 82
2025
Q3 		$1.19M Buy
50,625
+1,018
+2% +$23.8K 0.27% 73
2025
Q2 		$1.16M Sell
49,607
-227
-0.5% -$5.24K 0.29% 76
2025
Q1 		$1.15M Buy
49,834
+1,380
+3% +$31.6K 0.32% 74
2024
Q4 		$1.1M Sell
48,454
-6,024
-11% -$139K 0.32% 63
2024
Q3 		$1.28M Buy
54,478
+2,262
+4% +$52.4K 0.37% 62
2024
Q2 		$1.18M Buy
+52,216
New +$1.18M 0.37% 63
2024
Q1 		– Sell
-54,500
Closed -$1.26M – 132
2023
Q4 		$1.26M Buy
54,500
+864
+2% +$19.1K 0.46% 59
2023
Q3 		$1.17M Buy
53,636
+5,404
+11% +$120K 0.48% 61
2023
Q2 		$1.08M Buy
48,232
+2,121
+5% +$48.1K 0.46% 62
2023
Q1 		$1.06M Buy
46,111
+1,756
+4% +$39.7K 0.5% 58
2022
Q4 		$983K Buy
44,355
+4,398
+11% +$96.9K 0.49% 55
2022
Q3 		$871K Buy
39,957
+3,013
+8% +$69K 0.46% 60
2022
Q2 		$844K Buy
36,944
+12,799
+53% +$298K 0.45% 62
2022
Q1 		$592K Sell
24,145
-4,012
-14% -$101K 0.3% 89
2021
Q4 		$741K Sell
28,157
-478
-2% -$12.6K 0.39% 74
2021
Q3 		$762K Sell
28,635
-585
-2% -$15.8K 0.45% 64
2021
Q2 		$784K Buy
+29,220
New +$773K 0.42% 71

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

Little House Capital's IBDU Position: Q2 2026 in Review

Little House Capital increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.6% in Q2 2026, buying an estimated $23.4K and bringing the position to 40,451 shares worth $937K. The position accounts for 0.21% of the portfolio, ranked #86.

Little House Capital first reported a position in IBDU in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.28M in Q3 2024. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Little House Capital held 40,451 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $937K as of Q2 2026.
  • Little House Capital bought 1,008 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $23.4K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.21% of Little House Capital's portfolio in Q2 2026, its #86 holding.
  • Little House Capital first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2021 and has held it in 20 quarters since.
  • Little House Capital's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.28M in Q3 2024.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.