Pioneer Family Office’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Pioneer Family Office’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	$21.1K	Buy	+910	New	+$21.1K	0.01%	101
2026 Q1	–	Sell	-910	Closed	-$21.3K	–	98
2025 Q4	$21.3K	Buy	+910	New	+$21.3K	0.01%	111

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

Pioneer Family Office's IBDU Position: Q2 2026 in Review

Pioneer Family Office opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 910 shares worth $21.1K. The stake represents 0.01% of the portfolio and ranks #101 among its holdings. This is a return to the name: Pioneer Family Office previously reported a position in IBDU as recently as Q4 2025.

Pioneer Family Office first reported a position in IBDU in Q4 2025 and has held it in 2 quarters since. The position peaked at $21.3K in Q4 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Pioneer Family Office held 910 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $21.1K as of Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new Pioneer Family Office position in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Pioneer Family Office's portfolio in Q2 2026, its #101 holding.
Pioneer Family Office first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
Pioneer Family Office's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $21.3K in Q4 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Pioneer Family Office's 13F filing for Q2 2026, filed 28 Jul 2026.