Strid Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Strid Group’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	$10.3M	Buy	443,780 +221,672	+100%	+$5.14M	1.14%	14
2026 Q1	$5.17M	Buy	222,108 +79,473	+56%	+$1.86M	0.64%	19
2025 Q4	$3.34M	Buy	142,635 +73,591	+107%	+$1.72M	0.42%	22
2025 Q3	$1.62M	Buy	69,044 +3,746	+6%	+$87.5K	0.21%	25
2025 Q2	$1.52M	Buy	65,298 +40,807	+167%	+$941K	0.21%	24
2025 Q1	$566K	Buy	24,491 +7,200	+42%	+$165K	0.09%	39
2024 Q4	$394K	Buy	17,291 +156	+0.9%	+$3.59K	0.06%	44
2024 Q3	$403K	Buy	17,135 +7,456	+77%	+$173K	0.06%	43
2024 Q2	$219K	Buy	+9,679	New	+$218K	0.04%	55

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

Strid Group's IBDU Position: Q2 2026 in Review

Strid Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 100% in Q2 2026, buying an estimated $5.14M and bringing the position to 443,780 shares worth $10.3M. The position accounts for 1.14% of the portfolio, ranked #14.

Strid Group first reported a position in IBDU in Q2 2024 and has held it in 9 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Strid Group held 443,780 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $10.3M as of Q2 2026.
Strid Group bought 221,672 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $5.14M.
iShares iBonds Dec 2029 Term Corporate ETF made up 1.14% of Strid Group's portfolio in Q2 2026, its #14 holding.
Strid Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Strid Group's 13F filing for Q2 2026, filed 23 Jul 2026.