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Spreng Capital Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Spreng Capital Management’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 		$6.91M Buy
+298,459
New +$6.92M 2.51% 11
2026
Q1 		– Sell
-277,100
Closed -$6.49M – 71
2025
Q4 		$6.49M Buy
+277,100
New +$6.49M 2.55% 11
2025
Q3 		– Sell
-256,889
Closed -$5.99M – 78
2025
Q2 		$5.99M Buy
256,889
+12,841
+5% +$296K 2.48% 12
2025
Q1 		$5.64M Buy
244,048
+12,308
+5% +$282K 2.55% 11
2024
Q4 		$5.28M Buy
231,740
+13,566
+6% +$313K 2.3% 11
2024
Q3 		$5.13M Buy
+218,174
New +$5.06M 2.39% 12

Other funds holding IBDU

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Spreng Capital Management's IBDU Position: Q2 2026 in Review

Spreng Capital Management opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 298,459 shares worth $6.91M. The stake represents 2.51% of the portfolio and ranks #11 among its holdings. This is a return to the name: Spreng Capital Management previously reported a position in IBDU as recently as Q4 2025.

Spreng Capital Management first reported a position in IBDU in Q3 2024 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Spreng Capital Management held 298,459 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $6.91M as of Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF was a new Spreng Capital Management position in Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 2.51% of Spreng Capital Management's portfolio in Q2 2026, its #11 holding.
  • Spreng Capital Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 6 quarters since.
  • 67 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Spreng Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.