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

Littlejohn Financial Services’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	–	Sell	-143,958	Closed	-$3.35M	–	78
2026 Q1	$3.35M	Sell	143,958 -7,547	-5%	-$177K	2.52%	7
2025 Q4	$3.55M	Buy	151,505 +10,911	+8%	+$256K	2.61%	9
2025 Q3	$3.3M	Buy	140,594 +5,919	+4%	+$138K	2.41%	8
2025 Q2	$3.14M	Buy	134,675 +3,470	+3%	+$80K	2.43%	10
2025 Q1	$3.03M	Buy	+131,205	New	+$3.01M	2.4%	10

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

Littlejohn Financial Services's IBDU Position: Q2 2026 in Review

Littlejohn Financial Services sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 143,958 shares — an estimated $3.35M sold.

Littlejohn Financial Services first reported a position in IBDU in Q1 2025 and held it in 5 quarters. The position peaked at $3.55M in Q4 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Littlejohn Financial Services reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Littlejohn Financial Services sold 143,958 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $3.35M.
Littlejohn Financial Services first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and held it in 5 quarters.
Littlejohn Financial Services's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $3.55M in Q4 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.