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Threadgill Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Threadgill Financial’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 		– Sell
-923,433
Closed -$21.5M – 40
2026
Q1 		$21.5M Buy
923,433
+908,184
+5,956% +$21.2M 6.24% 5
2025
Q4 		$882K Buy
+15,249
New +$357K 0.36% 30

Other funds holding IBDU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Threadgill Financial's IBDU Position: Q2 2026 in Review

Threadgill Financial sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 923,433 shares — an estimated $21.5M sold.

Threadgill Financial first reported a position in IBDU in Q4 2025 and held it in 2 quarters. The position peaked at $21.5M in Q1 2026. 131 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Threadgill Financial reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Threadgill Financial sold 923,433 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $21.5M.
  • Threadgill Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and held it in 2 quarters.
  • Threadgill Financial's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $21.5M in Q1 2026.
  • 131 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Threadgill Financial's 13F filing for Q2 2026, filed 8 Jul 2026.