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

Mendota Financial Group’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 		$1.43M Buy
61,670
+22,079
+56% +$512K 0.89% 19
2026
Q1 		$921K Buy
39,591
+296
+0.8% +$6.92K 0.68% 22
2025
Q4 		$920K Buy
39,295
+603
+2% +$14.1K 0.67% 22
2025
Q3 		$908K Buy
+38,692
New +$904K 0.68% 21
2025
Q1 		– Sell
-34,929
Closed -$796K – 218
2024
Q4 		$796K Sell
34,929
-7,327
-17% -$169K 0.52% 17
2024
Q3 		$993K Buy
42,256
+3,929
+10% +$91.1K 0.47% 21
2024
Q2 		$869K Buy
38,327
+452
+1% +$10.2K 0.47% 24
2024
Q1 		$864K Buy
37,875
+13,354
+54% +$305K 0.51% 25
2023
Q4 		$566K Buy
+24,521
New +$543K 0.44% 33

Other funds holding IBDU

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Mendota Financial Group's IBDU Position: Q2 2026 in Review

Mendota Financial Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 56% in Q2 2026, buying an estimated $512K and bringing the position to 61,670 shares worth $1.43M. The position accounts for 0.89% of the portfolio, ranked #19.

Mendota Financial Group first reported a position in IBDU in Q4 2023 and has held it in 9 quarters since. 67 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Mendota Financial Group held 61,670 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.43M as of Q2 2026.
  • Mendota Financial Group bought 22,079 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $512K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.89% of Mendota Financial Group's portfolio in Q2 2026, its #19 holding.
  • Mendota Financial Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 9 quarters since.
  • 67 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Mendota Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.