Lugano Financial Advisors SA (LFA)’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$3.35M	Sell	144,509 -7,134	-5%	-$165K	2.01%	12
2026 Q1	$3.5M	Buy	151,643 +130	+0.1%	+$3.04K	1.78%	13
2025 Q4	$3.55M	Sell	151,513 -5,530	-4%	-$130K	1.83%	12
2025 Q3	$3.67M	Buy	157,043 +742	+0.5%	+$17.3K	1.94%	13
2025 Q2	$3.62M	Buy	156,301 +12,328	+9%	+$284K	2.14%	12
2025 Q1	$3.33M	Sell	143,973 -13,626	-9%	-$312K	2.26%	14
2024 Q4	$3.59M	Sell	157,599 -3,380	-2%	-$77.9K	2.35%	15
2024 Q3	$3.78M	Buy	160,979 +6,881	+4%	+$159K	2.57%	14
2024 Q2	$3.49M	Buy	154,098 +19,554	+15%	+$441K	2.66%	11
2024 Q1	$3.07M	Buy	134,544 +65,643	+95%	+$1.5M	2.24%	15
2023 Q4	$1.59M	Buy	+68,901	New	+$1.53M	1.25%	24

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

Lugano Financial Advisors SA (LFA)'s IBDU Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.7% in Q2 2026, selling an estimated $165K and leaving 144,509 shares worth $3.35M. The position accounts for 2.01% of the portfolio, ranked #12.

Lugano Financial Advisors SA (LFA) first reported a position in IBDU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.78M in Q3 2024. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 144,509 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.35M as of Q2 2026.
Lugano Financial Advisors SA (LFA) sold 7,134 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $165K.
iShares iBonds Dec 2029 Term Corporate ETF made up 2.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #12 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares iBonds Dec 2029 Term Corporate ETF position peaked at $3.78M in Q3 2024.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.