Roble Belko & Company’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Roble Belko & Company’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	$3.81M	Buy	164,439 +45,130	+38%	+$1.05M	0.41%	29
2026 Q1	$2.77M	Buy	119,309 +75,870	+175%	+$1.77M	0.35%	35
2025 Q4	$1.02M	Hold	43,439	–	–	0.13%	53
2025 Q3	$1.02M	Buy	43,439 +1,019	+2%	+$23.8K	0.14%	51
2025 Q2	$990K	Hold	42,420	–	–	0.14%	52
2025 Q1	$981K	Hold	42,420	–	–	0.16%	53
2024 Q4	$967K	Buy	42,420 +3,921	+10%	+$90.3K	0.15%	53
2024 Q3	$905K	Hold	38,499	–	–	0.14%	54
2024 Q2	$873K	Hold	38,499	–	–	0.15%	54
2024 Q1	$879K	Hold	38,499	–	–	0.15%	53
2023 Q4	$888K	Buy	38,499 +15,091	+64%	+$334K	0.17%	47
2023 Q3	$513K	Buy	23,408 +1,330	+6%	+$29.6K	0.1%	62
2023 Q2	$496K	Buy	22,078 +14,530	+193%	+$329K	0.1%	59
2023 Q1	$173K	Buy	7,548 +3,363	+80%	+$76K	0.04%	101
2022 Q4	$93K	Buy	4,185 +2,333	+126%	+$51.4K	0.02%	130
2022 Q3	$40K	Buy	+1,852	New	+$42.4K	0.01%	160

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

Roble Belko & Company's IBDU Position: Q2 2026 in Review

Roble Belko & Company increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 38% in Q2 2026, buying an estimated $1.05M and bringing the position to 164,439 shares worth $3.81M. The position accounts for 0.41% of the portfolio, ranked #29.

Roble Belko & Company first reported a position in IBDU in Q3 2022 and has held it in 16 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Roble Belko & Company held 164,439 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.81M as of Q2 2026.
Roble Belko & Company bought 45,130 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.05M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.41% of Roble Belko & Company's portfolio in Q2 2026, its #29 holding.
Roble Belko & Company first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2022 and has held it in 16 quarters since.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.