Smith, Moore & Co’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Smith, Moore & 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	$581K	Sell	25,078 -3,942	-14%	-$91.4K	0.04%	325
2026 Q1	$675K	Sell	29,020 -3,479	-11%	-$81.4K	0.05%	273
2025 Q4	$761K	Buy	32,499 +3,835	+13%	+$89.9K	0.06%	247
2025 Q3	$673K	Buy	28,664 +6,093	+27%	+$142K	0.05%	271
2025 Q2	$527K	Buy	22,571 +7,969	+55%	+$184K	0.04%	294
2025 Q1	$338K	Buy	+14,602	New	+$335K	0.03%	349

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

Smith, Moore & Co's IBDU Position: Q2 2026 in Review

Smith, Moore & Co reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 14% in Q2 2026, selling an estimated $91.4K and leaving 25,078 shares worth $581K. The position accounts for 0.04% of the portfolio, ranked #325.

Smith, Moore & Co first reported a position in IBDU in Q1 2025 and has held it in 6 quarters since. The position peaked at $761K in Q4 2025. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Smith, Moore & Co held 25,078 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $581K as of Q2 2026.
Smith, Moore & Co sold 3,942 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $91.4K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of Smith, Moore & Co's portfolio in Q2 2026, its #325 holding.
Smith, Moore & Co first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Smith, Moore & Co's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $761K in Q4 2025.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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