Sigma Investment Counselors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Sigma Investment Counselors’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	$36.2M	Buy	1,561,416 +18,229	+1%	+$423K	1.76%	15
2026 Q1	$35.9M	Buy	1,543,187 +28,455	+2%	+$666K	1.9%	13
2025 Q4	$35.5M	Buy	1,514,732 +29,506	+2%	+$691K	1.8%	13
2025 Q3	$34.9M	Buy	1,485,226 +42,987	+3%	+$1M	1.81%	13
2025 Q2	$33.6M	Buy	1,442,239 +5,463	+0.4%	+$126K	1.85%	12
2025 Q1	$33.2M	Sell	1,436,776 -13,927	-1%	-$319K	2.03%	7
2024 Q4	$33.1M	Buy	+1,450,703	New	+$33.4M	1.94%	8
2024 Q1	–	Sell	-1,033,525	Closed	-$23.8M	–	198
2023 Q4	$23.8M	Buy	1,033,525 +136,293	+15%	+$3.02M	1.68%	13
2023 Q3	$19.6M	Sell	897,232 -2,315	-0.3%	-$51.5K	1.48%	19
2023 Q2	$20.2M	Buy	899,547 +36,210	+4%	+$821K	1.48%	19
2023 Q1	$19.8M	Buy	863,337 +202,986	+31%	+$4.59M	1.53%	18
2022 Q4	$14.6M	Buy	660,351 +19,820	+3%	+$437K	1.2%	21
2022 Q3	$14M	Buy	640,531 +47,170	+8%	+$1.08M	1.19%	21
2022 Q2	$13.6M	Buy	593,361 +58,345	+11%	+$1.36M	1.1%	23
2022 Q1	$13.1M	Buy	535,016 +515,039	+2,578%	+$13M	0.94%	25
2021 Q4	$526K	Buy	+19,977	New	+$528K	0.04%	129

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

Sigma Investment Counselors's IBDU Position: Q2 2026 in Review

Sigma Investment Counselors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.2% in Q2 2026, buying an estimated $423K and bringing the position to 1,561,416 shares worth $36.2M. The position accounts for 1.76% of the portfolio, ranked #15.

Sigma Investment Counselors first reported a position in IBDU in Q4 2021 and has held it in 16 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Sigma Investment Counselors held 1,561,416 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $36.2M as of Q2 2026.
Sigma Investment Counselors bought 18,229 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $423K.
iShares iBonds Dec 2029 Term Corporate ETF made up 1.76% of Sigma Investment Counselors's portfolio in Q2 2026, its #15 holding.
Sigma Investment Counselors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2021 and has held it in 16 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.