Seneca House Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Seneca House 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	$796K	Sell	34,383 -6,400	-16%	-$148K	0.28%	55
2026 Q1	$949K	Sell	40,783 -16,363	-29%	-$383K	0.38%	51
2025 Q4	$1.34M	Sell	57,146 -5,330	-9%	-$125K	0.5%	39
2025 Q3	$1.47M	Buy	62,476 +2,875	+5%	+$67.2K	0.59%	34
2025 Q2	$1.39M	Sell	59,601 -10,111	-15%	-$233K	0.59%	30
2025 Q1	$1.61M	Buy	69,712 +1,402	+2%	+$32.1K	0.69%	29
2024 Q4	$1.56M	Sell	68,310 -9,829	-13%	-$226K	0.62%	30
2024 Q3	$1.84M	Sell	78,139 -12,775	-14%	-$296K	0.77%	30
2024 Q2	$2.06M	Sell	90,914 -52,706	-37%	-$1.19M	0.89%	28
2024 Q1	$3.28M	Sell	143,620 -36,331	-20%	-$829K	1.43%	25
2023 Q4	$4.15M	Buy	179,951 +13,566	+8%	+$301K	1.92%	23
2023 Q3	$3.64M	Buy	166,385 +24,765	+17%	+$551K	1.89%	23
2023 Q2	$3.18M	Sell	141,620 -1,221	-0.9%	-$27.7K	1.58%	27
2023 Q1	$3.27M	Sell	142,841 -3,697	-3%	-$83.5K	1.7%	26
2022 Q4	$3.25M	Buy	146,538 +69,240	+90%	+$1.53M	1.8%	24
2022 Q3	$1.68M	Buy	77,298 +5,776	+8%	+$132K	1.25%	25
2022 Q2	$1.63M	Buy	+71,522	New	+$1.67M	1.07%	29

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

Seneca House Advisors's IBDU Position: Q2 2026 in Review

Seneca House Advisors reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 16% in Q2 2026, selling an estimated $148K and leaving 34,383 shares worth $796K. The position accounts for 0.28% of the portfolio, ranked #55.

Seneca House Advisors first reported a position in IBDU in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.15M in Q4 2023. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Seneca House Advisors held 34,383 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $796K as of Q2 2026.
Seneca House Advisors sold 6,400 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $148K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.28% of Seneca House Advisors's portfolio in Q2 2026, its #55 holding.
Seneca House Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
Seneca House Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4.15M in Q4 2023.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.