Snowden Capital Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Snowden Capital 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	$5.92M	Buy	255,694 +36,482	+17%	+$846K	0.14%	165
2026 Q1	$5.1M	Buy	219,212 +10,271	+5%	+$240K	0.14%	167
2025 Q4	$4.89M	Buy	208,941 +29,787	+17%	+$698K	0.13%	172
2025 Q3	$4.2M	Buy	179,154 +3,784	+2%	+$88.4K	0.11%	188
2025 Q2	$4.09M	Sell	175,370 -135	-0.1%	-$3.11K	0.12%	185
2025 Q1	$4.06M	Buy	175,505 +200	+0.1%	+$4.59K	0.13%	172
2024 Q4	$4M	Buy	175,305 +7,023	+4%	+$162K	0.12%	175
2024 Q3	$3.96M	Buy	168,282 +16,312	+11%	+$378K	0.12%	205
2024 Q2	$3.45M	Sell	151,970 -654	-0.4%	-$14.8K	0.1%	229
2024 Q1	$3.48M	Buy	152,624 +63,463	+71%	+$1.45M	0.11%	225
2023 Q4	$2.06M	Buy	89,161 +8,100	+10%	+$180K	0.08%	279
2023 Q3	$1.78M	Buy	81,061 +5,791	+8%	+$129K	0.08%	286
2023 Q2	$1.69M	Sell	75,270 -377	-0.5%	-$8.55K	0.06%	322
2023 Q1	$1.73M	Buy	75,647 +61,940	+452%	+$1.4M	0.07%	311
2022 Q4	$304K	Sell	13,707 -7,477	-35%	-$165K	0.01%	910
2022 Q3	$461K	Buy	21,184 +7	+0%	+$160	0.02%	684
2022 Q2	$483K	Buy	+21,177	New	+$493K	0.02%	648

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

Snowden Capital Advisors's IBDU Position: Q2 2026 in Review

Snowden Capital Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 17% in Q2 2026, buying an estimated $846K and bringing the position to 255,694 shares worth $5.92M. The position accounts for 0.14% of the portfolio, ranked #165.

Snowden Capital Advisors first reported a position in IBDU in Q2 2022 and has held it in 17 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Snowden Capital Advisors held 255,694 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $5.92M as of Q2 2026.
Snowden Capital Advisors bought 36,482 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $846K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.14% of Snowden Capital Advisors's portfolio in Q2 2026, its #165 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2022 and has held it in 17 quarters since.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.