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

Northstar 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	$2.48M	Buy	107,203 +11,162	+12%	+$259K	0.32%	46
2026 Q1	$2.23M	Buy	96,041 +15,995	+20%	+$374K	0.32%	47
2025 Q4	$1.87M	Buy	+80,046	New	+$1.88M	0.26%	54
2025 Q3	–	Sell	-8,746	Closed	-$204K	–	163
2025 Q2	$204K	Buy	+8,746	New	+$202K	0.03%	155
2024 Q4	–	Sell	-8,511	Closed	-$200K	–	157
2024 Q3	$200K	Sell	8,511 -2,000	-19%	-$46.4K	0.03%	152
2024 Q2	$238K	Buy	+10,511	New	+$237K	0.05%	126

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

Northstar Group's IBDU Position: Q2 2026 in Review

Northstar Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 12% in Q2 2026, buying an estimated $259K and bringing the position to 107,203 shares worth $2.48M. The position accounts for 0.32% of the portfolio, ranked #46.

Northstar Group first reported a position in IBDU in Q2 2024 and has held it in 6 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Northstar Group held 107,203 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.48M as of Q2 2026.
Northstar Group bought 11,162 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $259K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.32% of Northstar Group's portfolio in Q2 2026, its #46 holding.
Northstar Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 6 quarters since.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.