Princeton Global Asset Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Princeton Global Asset 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	$764K	Buy	32,972 +3,537	+12%	+$82K	0.11%	117
2026 Q1	$685K	Buy	29,435 +2,901	+11%	+$67.9K	0.11%	111
2025 Q4	$621K	Buy	26,534 +10,460	+65%	+$245K	0.1%	122
2025 Q3	$377K	Buy	16,074 +4,943	+44%	+$115K	0.06%	154
2025 Q2	$260K	Buy	11,131 +3,796	+52%	+$87.6K	0.05%	172
2025 Q1	$170K	Buy	7,335 +4,575	+166%	+$105K	0.03%	193
2024 Q4	$62.9K	Buy	2,760 +2,310	+513%	+$53.2K	0.01%	286
2024 Q3	$10.6K	Hold	450	–	–	﹤0.01%	490
2024 Q2	$10.2K	Hold	450	–	–	﹤0.01%	461
2024 Q1	$10.3K	Hold	450	–	–	﹤0.01%	431
2023 Q4	$10.4K	Buy	+450	New	+$9.97K	﹤0.01%	431

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

Princeton Global Asset Management's IBDU Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 12% in Q2 2026, buying an estimated $82K and bringing the position to 32,972 shares worth $764K. The position accounts for 0.11% of the portfolio, ranked #117.

Princeton Global Asset Management first reported a position in IBDU in Q4 2023 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Princeton Global Asset Management held 32,972 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $764K as of Q2 2026.
Princeton Global Asset Management bought 3,537 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $82K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.11% of Princeton Global Asset Management's portfolio in Q2 2026, its #117 holding.
Princeton Global Asset Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.