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Phillips Financial Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Phillips Financial Management’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 		$214K Hold
9,251
– – 0.02% 200
2026
Q1 		$215K Hold
9,251
– – 0.02% 186
2025
Q4 		$217K Hold
9,251
– – 0.01% 197
2025
Q3 		$217K Hold
9,251
– – 0.01% 201
2025
Q2 		$216K Hold
9,251
– – 0.02% 179
2025
Q1 		$214K Hold
9,251
– – 0.02% 177
2024
Q4 		$211K Hold
9,251
– – 0.02% 172
2024
Q3 		$217K Hold
9,251
– – 0.02% 177
2024
Q2 		$210K Buy
9,251
+3,713
+67% +$83.8K 0.02% 179
2024
Q1 		$126K Buy
5,538
+3,052
+123% +$69.6K 0.01% 193
2023
Q4 		$57.4K Hold
2,486
– – 0.01% 193
2023
Q3 		$54.4K Hold
2,486
– – 0.01% 186
2023
Q2 		$55.8K Hold
2,486
– – 0.01% 186
2023
Q1 		$56.9K Hold
2,486
– – 0.01% 188
2022
Q4 		$55.1K Buy
+2,486
New +$54.8K 0.01% 176

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

Phillips Financial Management's IBDU Position: Q2 2026 in Review

Phillips Financial Management held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 9,251 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #200.

Phillips Financial Management first reported a position in IBDU in Q4 2022 and has held it in 15 quarters since. The position peaked at $217K in Q3 2024. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Phillips Financial Management held 9,251 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $214K as of Q2 2026.
  • Phillips Financial Management left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #200 holding.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • Phillips Financial Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $217K in Q3 2024.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.