Moors & Cabot’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Moors & Cabot’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	$495K	Buy	21,353 +115	+0.5%	+$2.67K	0.02%	569
2026 Q1	$494K	Buy	21,238 +2,328	+12%	+$54.5K	0.02%	555
2025 Q4	$443K	Buy	18,910 +3,998	+27%	+$93.7K	0.02%	576
2025 Q3	$350K	Buy	14,912 +2,990	+25%	+$69.8K	0.02%	627
2025 Q2	$278K	Buy	11,922 +1,333	+13%	+$30.7K	0.01%	680
2025 Q1	$245K	Buy	+10,589	New	+$243K	0.01%	715

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

Moors & Cabot's IBDU Position: Q2 2026 in Review

Moors & Cabot increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.54% in Q2 2026, buying an estimated $2.67K and bringing the position to 21,353 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #569.

Moors & Cabot first reported a position in IBDU in Q1 2025 and has held it in 6 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Moors & Cabot held 21,353 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $495K as of Q2 2026.
Moors & Cabot bought 115 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.67K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #569 holding.
Moors & Cabot first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.