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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

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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. 209 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.
  • 209 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.