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

Plancorp 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	$202K	Buy	8,764 +99	+1%	+$2.29K	﹤0.01%	412
2026 Q1	$201K	Buy	+8,665	New	+$203K	0.01%	361

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

Plancorp LLC's IBDU Position: Q2 2026 in Review

Plancorp LLC increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.1% in Q2 2026, buying an estimated $2.29K and bringing the position to 8,764 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Plancorp LLC 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.

Plancorp LLC held 8,764 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $202K as of Q2 2026.
Plancorp LLC bought 99 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.29K.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Plancorp LLC's portfolio in Q2 2026, its #412 holding.
Plancorp LLC 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 Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.