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Pittenger & Anderson Inc’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Pittenger & Anderson Inc’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 		$109K Buy
4,715
+2,160
+85% +$50.1K ﹤0.01% 270
2026
Q1 		$59.4K Buy
+2,555
New +$59.8K ﹤0.01% 303

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

Pittenger & Anderson Inc's IBDU Position: Q2 2026 in Review

Pittenger & Anderson Inc increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 85% in Q2 2026, buying an estimated $50.1K and bringing the position to 4,715 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Pittenger & Anderson Inc first reported a position in IBDU in Q1 2026 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Pittenger & Anderson Inc held 4,715 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $109K as of Q2 2026.
  • Pittenger & Anderson Inc bought 2,160 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $50.1K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #270 holding.
  • Pittenger & Anderson Inc first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.