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Summitry LLC’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Summitry LLC’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 		$46.8M Buy
2,022,397
+116,894
+6% +$2.71M 1.54% 19
2026
Q1 		$44.3M Buy
1,905,503
+68,495
+4% +$1.6M 1.56% 22
2025
Q4 		$43M Buy
1,837,008
+56,082
+3% +$1.31M 1.79% 22
2025
Q3 		$41.8M Buy
1,780,926
+43,293
+2% +$1.01M 1.77% 22
2025
Q2 		$40.5M Buy
1,737,633
+223,680
+15% +$5.16M 1.84% 23
2025
Q1 		$35M Buy
1,513,953
+79,504
+6% +$1.82M 1.77% 23
2024
Q4 		$32.7M Buy
+1,434,449
New +$33M 1.6% 24
2024
Q2 		– Sell
-943,116
Closed -$21.5M – 118
2024
Q1 		$21.5M Buy
943,116
+26,149
+3% +$597K 1.13% 33
2023
Q4 		$21.2M Sell
916,967
-457,467
-33% -$10.1M 1.23% 31
2023
Q3 		$30.1M Buy
1,374,434
+357,760
+35% +$7.95M 1.98% 26
2023
Q2 		$22.8M Buy
1,016,674
+9,952
+1% +$226K 1.44% 32
2023
Q1 		$23M Buy
+1,006,722
New +$22.8M 1.55% 31

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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

Summitry LLC's IBDU Position: Q2 2026 in Review

Summitry LLC increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 6.1% in Q2 2026, buying an estimated $2.71M and bringing the position to 2,022,397 shares worth $46.8M. The position accounts for 1.54% of the portfolio, ranked #19.

Summitry LLC first reported a position in IBDU in Q1 2023 and has held it in 12 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Summitry LLC held 2,022,397 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $46.8M as of Q2 2026.
  • Summitry LLC bought 116,894 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.71M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 1.54% of Summitry LLC's portfolio in Q2 2026, its #19 holding.
  • Summitry LLC first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2023 and has held it in 12 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.