Stonebrook Private’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Stonebrook Private’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	$3.35M	Buy	144,658 +2,938	+2%	+$68.1K	0.61%	33
2026 Q1	$3.3M	Buy	141,720 +4,714	+3%	+$110K	0.7%	31
2025 Q4	$3.21M	Buy	137,006 +6,016	+5%	+$141K	0.67%	31
2025 Q3	$3.07M	Buy	130,990 +1,916	+1%	+$44.8K	0.66%	37
2025 Q2	$3.01M	Buy	129,074 +2,399	+2%	+$55.3K	0.7%	34
2025 Q1	$2.93M	Buy	126,675 +5,396	+4%	+$124K	0.76%	37
2024 Q4	$2.77M	Buy	121,279 +41,588	+52%	+$958K	0.72%	36
2024 Q3	$1.87M	Buy	79,691 +23,912	+43%	+$554K	0.5%	58
2024 Q2	$1.26M	Buy	55,779 +13,479	+32%	+$304K	0.36%	67
2024 Q1	$965K	Buy	42,300 +17,499	+71%	+$399K	0.28%	75
2023 Q4	$572K	Buy	+24,801	New	+$550K	0.19%	104

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

Stonebrook Private's IBDU Position: Q2 2026 in Review

Stonebrook Private increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.1% in Q2 2026, buying an estimated $68.1K and bringing the position to 144,658 shares worth $3.35M. The position accounts for 0.61% of the portfolio, ranked #33.

Stonebrook Private first reported a position in IBDU in Q4 2023 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Stonebrook Private held 144,658 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.35M as of Q2 2026.
Stonebrook Private bought 2,938 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $68.1K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.61% of Stonebrook Private's portfolio in Q2 2026, its #33 holding.
Stonebrook Private first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.