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Ruggaard & Associates’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Ruggaard & Associates’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 		$12.2M Buy
528,717
+16,888
+3% +$391K 4.39% 6
2026
Q1 		$11.9M Buy
511,829
+9,294
+2% +$217K 4.72% 5
2025
Q4 		$11.8M Buy
+502,535
New +$11.8M 4.63% 6

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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

Ruggaard & Associates's IBDU Position: Q2 2026 in Review

Ruggaard & Associates increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 3.3% in Q2 2026, buying an estimated $391K and bringing the position to 528,717 shares worth $12.2M. The position accounts for 4.39% of the portfolio, ranked #6.

Ruggaard & Associates first reported a position in IBDU in Q4 2025 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Ruggaard & Associates held 528,717 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $12.2M as of Q2 2026.
  • Ruggaard & Associates bought 16,888 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $391K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 4.39% of Ruggaard & Associates's portfolio in Q2 2026, its #6 holding.
  • Ruggaard & Associates first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.