TFR Capital’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

TFR Capital’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 Q3	$1.84M	Buy	80,944 +8,076	+11%	+$186K	0.48%	64
2026 Q2	$1.69M	Buy	72,868 +7,557	+12%	+$175K	0.48%	67
2026 Q1	$1.52M	Buy	65,311 +5,553	+9%	+$130K	0.47%	65
2025 Q4	$1.4M	Buy	+59,758	New	+$1.4M	0.46%	62

Other funds holding IBDU

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

TFR Capital's IBDU Position: Q3 2026 in Review

TFR Capital increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 11% in Q3 2026, buying an estimated $186K and bringing the position to 80,944 shares worth $1.84M. The position accounts for 0.48% of the portfolio, ranked #64.

TFR Capital first reported a position in IBDU in Q4 2025 and has held it in 4 quarters since. 375 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

TFR Capital held 80,944 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.84M as of Q3 2026.
TFR Capital bought 8,076 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $186K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.48% of TFR Capital's portfolio in Q3 2026, its #64 holding.
TFR Capital first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
375 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on TFR Capital's 13F filing for Q3 2026, filed 9 Nov 2026.