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Romano Brothers & Co’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Romano Brothers & Co’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 		$1.91M Buy
82,531
+5,417
+7% +$126K 0.19% 124
2026
Q1 		$1.79M Buy
77,114
+12,773
+20% +$299K 0.2% 119
2025
Q4 		$1.51M Buy
64,341
+28,253
+78% +$662K 0.17% 132
2025
Q3 		$847K Buy
+36,088
New +$843K 0.1% 180

Other funds holding IBDU

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Romano Brothers & Co's IBDU Position: Q2 2026 in Review

Romano Brothers & Co increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 7% in Q2 2026, buying an estimated $126K and bringing the position to 82,531 shares worth $1.91M. The position accounts for 0.19% of the portfolio, ranked #124.

Romano Brothers & Co first reported a position in IBDU in Q3 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Romano Brothers & Co held 82,531 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.91M as of Q2 2026.
  • Romano Brothers & Co bought 5,417 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $126K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.19% of Romano Brothers & Co's portfolio in Q2 2026, its #124 holding.
  • Romano Brothers & Co first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.