Neuberger Berman Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Neuberger Berman 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	$1.22M	Buy	52,524 +2,660	+5%	+$61.7K	﹤0.01%	1460
2026 Q1	$1.16M	Sell	49,864 -1,250	-2%	-$29.2K	﹤0.01%	1362
2025 Q4	$1.2M	Buy	51,114 +15,118	+42%	+$354K	﹤0.01%	1346
2025 Q3	$845K	Buy	35,996 +6,705	+23%	+$157K	﹤0.01%	1415
2025 Q2	$683K	Sell	29,291 -54,005	-65%	-$1.25M	﹤0.01%	1483
2025 Q1	$1.93M	Hold	83,296	–	–	﹤0.01%	1151
2024 Q4	$1.9M	Hold	83,296	–	–	﹤0.01%	1152
2024 Q3	$1.96M	Hold	83,296	–	–	﹤0.01%	1140
2024 Q2	$1.89M	Buy	83,296 +816	+1%	+$18.4K	﹤0.01%	1115
2024 Q1	$1.88M	Sell	82,480 -14,940	-15%	-$341K	﹤0.01%	1129
2023 Q4	$2.25M	Buy	+97,420	New	+$2.16M	﹤0.01%	1254

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

Neuberger Berman Group's IBDU Position: Q2 2026 in Review

Neuberger Berman Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 5.3% in Q2 2026, buying an estimated $61.7K and bringing the position to 52,524 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Neuberger Berman Group first reported a position in IBDU in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.25M in Q4 2023. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Neuberger Berman Group held 52,524 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.22M as of Q2 2026.
Neuberger Berman Group bought 2,660 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $61.7K.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1460 holding.
Neuberger Berman Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Neuberger Berman Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $2.25M in Q4 2023.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.