Steward Partners Investment Advisory’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Steward Partners Investment Advisory’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	$213K	Hold	9,194	–	–	﹤0.01%	2197
2026 Q1	$214K	Sell	9,194 -1,914	-17%	-$44.8K	﹤0.01%	1984
2025 Q4	$260K	Sell	11,108 -341	-3%	-$7.99K	﹤0.01%	1787
2025 Q3	$269K	Buy	11,449 +256	+2%	+$5.98K	﹤0.01%	1707
2025 Q2	$261K	Buy	11,193 +8,337	+292%	+$192K	﹤0.01%	1626
2025 Q1	$66.1K	Sell	2,856 -1,404	-33%	-$32.2K	﹤0.01%	2237
2024 Q4	$97.1K	Sell	4,260 -1,721	-29%	-$39.6K	﹤0.01%	2001
2024 Q3	$141K	Buy	5,981 +4,260	+248%	+$98.7K	﹤0.01%	1704
2024 Q2	$39K	Hold	1,721	–	–	﹤0.01%	2219
2024 Q1	$39.3K	Hold	1,721	–	–	﹤0.01%	2223
2023 Q4	$39.7K	Hold	1,721	–	–	﹤0.01%	2092
2023 Q3	$37.7K	Buy	1,721 +907	+111%	+$20.2K	﹤0.01%	2039
2023 Q2	$18.3K	Buy	+814	New	+$18.5K	﹤0.01%	2334

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

Steward Partners Investment Advisory's IBDU Position: Q2 2026 in Review

Steward Partners Investment Advisory held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 9,194 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

Steward Partners Investment Advisory first reported a position in IBDU in Q2 2023 and has held it in 13 quarters since. The position peaked at $269K in Q3 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Steward Partners Investment Advisory held 9,194 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $213K as of Q2 2026.
Steward Partners Investment Advisory left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2197 holding.
Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
Steward Partners Investment Advisory's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $269K in Q3 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.