Shufro Rose & Co’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Shufro Rose & 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	$201M	Buy	8,668,602 +4,690,474	+118%	+$109M	11.53%	1
2026 Q1	$92.5M	Buy	3,978,128 +172,923	+5%	+$4.05M	6.29%	2
2025 Q4	$89.1M	Buy	3,805,205 +301,245	+9%	+$7.06M	6.02%	2
2025 Q3	$81M	Sell	3,503,960 -36,054	-1%	-$842K	6.62%	2
2025 Q2	$81.9M	Sell	3,540,014 -50,144	-1%	-$1.16M	6.58%	2
2025 Q1	$83M	Buy	+3,590,158	New	+$82.3M	6.56%	2

Other funds holding IBDU

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Shufro Rose & Co's IBDU Position: Q2 2026 in Review

Shufro Rose & Co increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 118% in Q2 2026, buying an estimated $109M and bringing the position to 8,668,602 shares worth $201M. The position accounts for 11.53% of the portfolio, ranked #1.

Shufro Rose & Co first reported a position in IBDU in Q1 2025 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Shufro Rose & Co held 8,668,602 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $201M as of Q2 2026.
Shufro Rose & Co bought 4,690,474 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $109M.
iShares iBonds Dec 2029 Term Corporate ETF made up 11.53% of Shufro Rose & Co's portfolio in Q2 2026, its #1 holding.
Shufro Rose & Co first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.