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

NewEdge 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	$802K	Sell	34,648 -1,017	-3%	-$23.6K	﹤0.01%	1808
2026 Q1	$830K	Buy	35,665 +48	+0.1%	+$1.12K	﹤0.01%	1614
2025 Q4	$834K	Sell	35,617 -279,871	-89%	-$6.56M	﹤0.01%	1603
2025 Q3	$7.5M	Sell	315,488 -818,255	-72%	-$19.1M	0.03%	486
2025 Q2	$26.4M	Sell	1,133,743 -46,784	-4%	-$1.08M	0.14%	148
2025 Q1	$27.3M	Buy	1,180,527 +468,675	+66%	+$10.7M	0.16%	126
2024 Q4	$16.2M	Sell	711,852 -200,214	-22%	-$4.61M	0.1%	204
2024 Q3	$21.4M	Buy	912,066 +517,998	+131%	+$12M	0.14%	157
2024 Q2	$8.93M	Buy	394,068 +356,321	+944%	+$8.04M	0.07%	299
2024 Q1	$861K	Sell	37,747 -348,507	-90%	-$7.95M	0.01%	1069
2023 Q4	$8.84M	Buy	386,254 +348,486	+923%	+$7.72M	0.08%	226
2023 Q3	$827K	Sell	37,768 -20,150	-35%	-$448K	0.01%	950
2023 Q2	$1.3M	Buy	57,918 +390	+0.7%	+$8.84K	0.01%	750
2023 Q1	$1.32M	Sell	57,528 -2,680	-4%	-$60.6K	0.02%	683
2022 Q4	$1.33K	Buy	+60,208	New	+$1.33M	﹤0.01%	2948

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

NewEdge Advisors's IBDU Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.9% in Q2 2026, selling an estimated $23.6K and leaving 34,648 shares worth $802K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

NewEdge Advisors first reported a position in IBDU in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.3M in Q1 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

NewEdge Advisors held 34,648 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $802K as of Q2 2026.
NewEdge Advisors sold 1,017 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $23.6K.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1808 holding.
NewEdge Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $27.3M in Q1 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.