Private Advisor Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Private Advisor Group’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	$634K	Sell	27,396 -64,009	-70%	-$1.48M	﹤0.01%	1626
2026 Q1	$2.13M	Buy	91,405 +7,403	+9%	+$173K	0.01%	1037
2025 Q4	$1.97M	Buy	84,002 +18,409	+28%	+$431K	0.01%	1045
2025 Q3	$1.54M	Buy	65,593 +708	+1%	+$16.5K	0.01%	1134
2025 Q2	$1.51M	Buy	64,885 +4,408	+7%	+$102K	0.01%	1089
2025 Q1	$1.4M	Buy	60,477 +1,250	+2%	+$28.7K	0.01%	1069
2024 Q4	$1.35M	Buy	59,227 +9,840	+20%	+$227K	0.01%	1078
2024 Q3	$1.16M	Buy	49,387 +5,963	+14%	+$138K	0.01%	1165
2024 Q2	$984K	Buy	43,424 +18,592	+75%	+$419K	0.01%	1211
2024 Q1	$567K	Buy	24,832 +10,949	+79%	+$250K	﹤0.01%	1434
2023 Q4	$320K	Buy	+13,883	New	+$308K	﹤0.01%	1737
2020 Q3	–	Sell	-5,562	Closed	-$149K	–	2444
2020 Q2	$149K	Buy	+5,562	New	+$143K	﹤0.01%	1490

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

Private Advisor Group's IBDU Position: Q2 2026 in Review

Private Advisor Group reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 70% in Q2 2026, selling an estimated $1.48M and leaving 27,396 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Private Advisor Group first reported a position in IBDU in Q2 2020 and has held it in 12 quarters since. The position peaked at $2.13M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Private Advisor Group held 27,396 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $634K as of Q2 2026.
Private Advisor Group sold 64,009 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.48M.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1626 holding.
Private Advisor Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2020 and has held it in 12 quarters since.
Private Advisor Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $2.13M in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.