Logan Capital Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Logan Capital Management’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	$6.79K	Buy	+293	New	+$6.79K	﹤0.01%	364
2025 Q4	–	Sell	-293	Closed	-$6.88K	–	357
2025 Q3	$6.88K	Buy	293 +24	+9%	+$561	﹤0.01%	364
2025 Q2	$6.28K	Hold	269	–	–	﹤0.01%	362
2025 Q1	$6.22K	Hold	269	–	–	﹤0.01%	444
2024 Q4	$6.13K	Hold	269	–	–	﹤0.01%	422
2024 Q3	$6.32K	Buy	+269	New	+$6.24K	﹤0.01%	415

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

Logan Capital Management's IBDU Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 293 shares worth $6.79K. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in IBDU as recently as Q3 2025.

Logan Capital Management first reported a position in IBDU in Q3 2024 and has held it in 6 quarters since. The position peaked at $6.88K in Q3 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Logan Capital Management held 293 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $6.79K as of Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new Logan Capital Management position in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #364 holding.
Logan Capital Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 6 quarters since.
Logan Capital Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $6.88K in Q3 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.