Ritholtz Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Ritholtz Wealth 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	–	Sell	-10,477	Closed	-$244K	–	1348
2026 Q1	$244K	Buy	+10,477	New	+$245K	﹤0.01%	1065
2025 Q4	–	Sell	-8,775	Closed	-$206K	–	1145
2025 Q3	$206K	Sell	8,775 -7,550	-46%	-$176K	﹤0.01%	969
2025 Q2	$381K	Sell	16,325 -900	-5%	-$20.8K	0.01%	720
2025 Q1	$398K	Hold	17,225	–	–	0.01%	653
2024 Q4	$393K	Hold	17,225	–	–	0.01%	631
2024 Q3	$405K	Hold	17,225	–	–	0.01%	624
2024 Q2	$390K	Hold	17,225	–	–	0.01%	591
2024 Q1	$393K	Buy	17,225 +1,500	+10%	+$34.2K	0.01%	572
2023 Q4	$363K	Hold	15,725	–	–	0.01%	558
2023 Q3	$344K	Buy	15,725 +5,725	+57%	+$127K	0.02%	525
2023 Q2	$225K	Buy	+10,000	New	+$227K	0.01%	602

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

Ritholtz Wealth Management's IBDU Position: Q2 2026 in Review

Ritholtz Wealth Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 10,477 shares — an estimated $244K sold.

Ritholtz Wealth Management first reported a position in IBDU in Q2 2023 and held it in 11 quarters. The position peaked at $405K in Q3 2024. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Ritholtz Wealth Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 10,477 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $244K.
Ritholtz Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2023 and held it in 11 quarters.
Ritholtz Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $405K in Q3 2024.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.