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

Merit 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	$6.06M	Buy	261,657 +54,020	+26%	+$1.25M	0.04%	379
2026 Q1	$4.83M	Buy	207,637 +45,330	+28%	+$1.06M	0.04%	397
2025 Q4	$3.8M	Buy	162,307 +35,482	+28%	+$831K	0.03%	432
2025 Q3	$2.98M	Buy	126,825 +24,404	+24%	+$570K	0.03%	444
2025 Q2	$2.39M	Buy	+102,421	New	+$2.36M	0.03%	461

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

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

Merit Financial Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 26% in Q2 2026, buying an estimated $1.25M and bringing the position to 261,657 shares worth $6.06M. The position accounts for 0.04% of the portfolio, ranked #379.

Merit Financial Group first reported a position in IBDU in Q2 2025 and has held it in 5 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Merit Financial Group held 261,657 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $6.06M as of Q2 2026.
Merit Financial Group bought 54,020 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.25M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #379 holding.
Merit Financial Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.