Robinson Smith Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Robinson Smith Wealth Advisors’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	$711K	Buy	30,685 +3,745	+14%	+$86.8K	0.43%	42
2026 Q1	$627K	Buy	26,940 +32	+0.1%	+$749	0.42%	40
2025 Q4	$630K	Buy	26,908 +345	+1%	+$8.09K	0.43%	43
2025 Q3	$623K	Buy	26,563 +866	+3%	+$20.2K	0.45%	41
2025 Q2	$600K	Buy	25,697 +46	+0.2%	+$1.06K	0.48%	40
2025 Q1	$593K	Buy	25,651 +11,542	+82%	+$265K	0.5%	40
2024 Q4	$322K	Hold	14,109	–	–	0.27%	60
2024 Q3	$332K	Buy	14,109 +507	+4%	+$11.8K	0.28%	60
2024 Q2	$308K	Buy	+13,602	New	+$307K	0.27%	67

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

Robinson Smith Wealth Advisors's IBDU Position: Q2 2026 in Review

Robinson Smith Wealth Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 14% in Q2 2026, buying an estimated $86.8K and bringing the position to 30,685 shares worth $711K. The position accounts for 0.43% of the portfolio, ranked #42.

Robinson Smith Wealth Advisors first reported a position in IBDU in Q2 2024 and has held it in 9 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Robinson Smith Wealth Advisors held 30,685 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $711K as of Q2 2026.
Robinson Smith Wealth Advisors bought 3,745 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $86.8K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.43% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Robinson Smith Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.