Summit Trail Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Summit Trail 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	$379K	Buy	+16,350	New	+$379K	﹤0.01%	1292

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

Summit Trail Advisors's IBDU Position: Q2 2026 in Review

Summit Trail Advisors opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 16,350 shares worth $379K. The stake represents ﹤0.01% of the portfolio and ranks #1292 among its holdings.

386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Summit Trail Advisors held 16,350 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $379K as of Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new Summit Trail Advisors position in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1292 holding.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.