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NWAM LLC’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

NWAM LLC’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 		$266K Buy
11,479
+104
+0.9% +$2.41K 0.01% 595
2026
Q1 		$265K Buy
11,375
+67
+0.6% +$1.57K 0.02% 533
2025
Q4 		$265K Buy
11,308
+104
+0.9% +$2.44K 0.01% 531
2025
Q3 		$264K Buy
11,204
+101
+0.9% +$2.36K 0.01% 551
2025
Q2 		$258K Buy
+11,103
New +$256K 0.02% 540

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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

NWAM LLC's IBDU Position: Q2 2026 in Review

NWAM LLC increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.91% in Q2 2026, buying an estimated $2.41K and bringing the position to 11,479 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #595.

NWAM LLC first reported a position in IBDU in Q2 2025 and has held it in 5 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • NWAM LLC held 11,479 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $266K as of Q2 2026.
  • NWAM LLC bought 104 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.41K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #595 holding.
  • NWAM LLC first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.