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

LPL 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	$58.1M	Buy	2,506,686 +123,527	+5%	+$2.86M	0.01%	935
2026 Q1	$55.4M	Buy	2,383,159 +249,463	+12%	+$5.84M	0.01%	865
2025 Q4	$49.9M	Buy	2,133,696 +305,410	+17%	+$7.16M	0.01%	870
2025 Q3	$42.9M	Buy	1,828,286 +235,395	+15%	+$5.5M	0.01%	924
2025 Q2	$37.2M	Buy	1,592,891 +190,951	+14%	+$4.4M	0.01%	917
2025 Q1	$32.4M	Buy	1,401,940 +283,577	+25%	+$6.5M	0.01%	893
2024 Q4	$25.5M	Buy	1,118,363 +82,308	+8%	+$1.9M	0.01%	950
2024 Q3	$24.4M	Buy	1,036,055 +111,366	+12%	+$2.58M	0.01%	941
2024 Q2	$21M	Buy	924,689 +108,421	+13%	+$2.45M	0.01%	947
2024 Q1	$18.6M	Buy	816,268 +47,307	+6%	+$1.08M	0.01%	974
2023 Q4	$17.7M	Buy	768,961 +79,833	+12%	+$1.77M	0.01%	936
2023 Q3	$15.1M	Buy	689,128 +338,807	+97%	+$7.53M	0.01%	938
2023 Q2	$7.86M	Buy	350,321 +45,230	+15%	+$1.03M	0.01%	1282
2023 Q1	$6.98M	Buy	305,091 +106,988	+54%	+$2.42M	0.01%	1303
2022 Q4	$4.39M	Buy	198,103 +2,618	+1%	+$57.7K	﹤0.01%	1540
2022 Q3	$4.26M	Buy	195,485 +23,166	+13%	+$531K	﹤0.01%	1486
2022 Q2	$3.94M	Buy	172,319 +80,323	+87%	+$1.87M	﹤0.01%	1556
2022 Q1	$2.25M	Buy	91,996 +6,877	+8%	+$173K	﹤0.01%	1967
2021 Q4	$2.24M	Buy	85,119 +6,166	+8%	+$163K	﹤0.01%	2002
2021 Q3	$2.1M	Buy	78,953 +32,622	+70%	+$879K	﹤0.01%	2004
2021 Q2	$1.24M	Buy	46,331 +30,549	+194%	+$808K	﹤0.01%	2382
2021 Q1	$412K	Buy	15,782 +677	+4%	+$18.1K	﹤0.01%	3197
2020 Q4	$415K	Buy	+15,105	New	+$411K	﹤0.01%	2921

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

LPL Financial's IBDU Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 5.2% in Q2 2026, buying an estimated $2.86M and bringing the position to 2,506,686 shares worth $58.1M. The position accounts for 0.01% of the portfolio, ranked #935.

LPL Financial first reported a position in IBDU in Q4 2020 and has held it in 23 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

LPL Financial held 2,506,686 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $58.1M as of Q2 2026.
LPL Financial bought 123,527 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.86M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #935 holding.
LPL Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2020 and has held it in 23 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.