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

Naples Global 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	$533K	Sell	23,000 -770	-3%	-$17.8K	0.03%	328
2026 Q1	$553K	Buy	23,770 +265	+1%	+$6.2K	0.04%	310
2025 Q4	$550K	Buy	23,505 +3,260	+16%	+$76.4K	0.04%	313
2025 Q3	$475K	Buy	20,245 +4,225	+26%	+$98.7K	0.04%	329
2025 Q2	$374K	Sell	16,020 -225	-1%	-$5.19K	0.03%	339
2025 Q1	$376K	Buy	16,245 +995	+7%	+$22.8K	0.04%	331
2024 Q4	$348K	Buy	15,250 +3,800	+33%	+$87.5K	0.03%	332
2024 Q3	$269K	Buy	+11,450	New	+$265K	0.03%	360

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

Naples Global Advisors's IBDU Position: Q2 2026 in Review

Naples Global Advisors reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 3.2% in Q2 2026, selling an estimated $17.8K and leaving 23,000 shares worth $533K. The position accounts for 0.03% of the portfolio, ranked #328.

Naples Global Advisors first reported a position in IBDU in Q3 2024 and has held it in 8 quarters since. The position peaked at $553K in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Naples Global Advisors held 23,000 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $533K as of Q2 2026.
Naples Global Advisors sold 770 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $17.8K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of Naples Global Advisors's portfolio in Q2 2026, its #328 holding.
Naples Global Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
Naples Global Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $553K in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.