Mosaic Family Wealth Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Mosaic Family Wealth Partners’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	$610K	Buy	26,340 +3,770	+17%	+$87.4K	0.04%	267
2026 Q1	$525K	Buy	22,570 +11,264	+100%	+$264K	0.05%	177
2025 Q4	$265K	Buy	11,306 +204	+2%	+$4.78K	0.03%	205
2025 Q3	$261K	Buy	11,102 +579	+6%	+$13.5K	0.03%	197
2025 Q2	$246K	Buy	+10,523	New	+$243K	0.03%	201

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

Mosaic Family Wealth Partners's IBDU Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 17% in Q2 2026, buying an estimated $87.4K and bringing the position to 26,340 shares worth $610K. The position accounts for 0.04% of the portfolio, ranked #267.

Mosaic Family Wealth Partners 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.

Mosaic Family Wealth Partners held 26,340 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $610K as of Q2 2026.
Mosaic Family Wealth Partners bought 3,770 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $87.4K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #267 holding.
Mosaic Family Wealth Partners 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 Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.