Mutual Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Mutual Advisors’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	$455K	Buy	19,629 +1,789	+10%	+$41.5K	0.01%	988
2026 Q1	$415K	Sell	17,840 -128	-0.7%	-$2.99K	0.01%	973
2025 Q4	$421K	Buy	17,968 +64	+0.4%	+$1.5K	0.01%	949
2025 Q3	$421K	Sell	17,904 -7,048	-28%	-$165K	0.01%	929
2025 Q2	$581K	Sell	24,952 -6,092	-20%	-$141K	0.01%	715
2025 Q1	$718K	Sell	31,044 -25,289	-45%	-$580K	0.02%	570
2024 Q4	$1.29M	Sell	56,333 -2,367	-4%	-$54.5K	0.04%	401
2024 Q3	$1.36M	Sell	58,700 -18,162	-24%	-$421K	0.04%	382
2024 Q2	$1.77M	Sell	76,862 -16,339	-18%	-$369K	0.05%	304
2024 Q1	$2.13M	Buy	93,201 +748	+0.8%	+$17.1K	0.07%	260
2023 Q4	$2.13M	Buy	92,453 +5,681	+7%	+$126K	0.07%	251
2023 Q3	$1.9M	Buy	+86,772	New	+$1.93M	0.07%	259

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

Mutual Advisors's IBDU Position: Q2 2026 in Review

Mutual Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 10% in Q2 2026, buying an estimated $41.5K and bringing the position to 19,629 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #988.

Mutual Advisors first reported a position in IBDU in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.13M in Q4 2023. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Mutual Advisors held 19,629 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $455K as of Q2 2026.
Mutual Advisors bought 1,789 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $41.5K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #988 holding.
Mutual Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
Mutual Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $2.13M in Q4 2023.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.