Truist Financial
IBDU icon

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

Truist 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 		$682K Sell
29,430
-37,395
-56% -$867K ﹤0.01% 2003
2026
Q1 		$1.55M Sell
66,825
-30,495
-31% -$713K ﹤0.01% 1472
2025
Q4 		$2.28M Buy
97,320
+5,647
+6% +$132K ﹤0.01% 1221
2025
Q3 		$2.15M Sell
91,673
-821
-0.9% -$19.2K ﹤0.01% 1298
2025
Q2 		$2.16M Buy
92,494
+6,824
+8% +$157K ﹤0.01% 1236
2025
Q1 		$1.98M Buy
85,670
+50,526
+144% +$1.16M ﹤0.01% 1231
2024
Q4 		$801K Buy
35,144
+674
+2% +$15.5K ﹤0.01% 1649
2024
Q3 		$810K Buy
+34,470
New +$799K ﹤0.01% 1629
2023
Q2 		– Sell
-8,819
Closed -$202K – 2613
2023
Q1 		$202K Buy
+8,819
New +$199K ﹤0.01% 2426
2022
Q2 		– Sell
-11,367
Closed -$279K – 2694
2022
Q1 		$279K Sell
11,367
-6,805
-37% -$172K ﹤0.01% 2367
2021
Q4 		$478K Sell
18,172
-9
-0% -$238 ﹤0.01% 2044
2021
Q3 		$484K Hold
18,181
– – ﹤0.01% 2022
2021
Q2 		$488K Hold
18,181
– – ﹤0.01% 2072
2021
Q1 		$475K Buy
18,181
+2,072
+13% +$55.4K ﹤0.01% 1995
2020
Q4 		$443K Buy
16,109
+2,820
+21% +$76.7K ﹤0.01% 1912
2020
Q3 		$359K Buy
13,289
+1,001
+8% +$27.2K ﹤0.01% 1910
2020
Q2 		$329K Buy
+12,288
New +$316K ﹤0.01% 1884

Other funds holding IBDU

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Truist Financial's IBDU Position: Q2 2026 in Review

Truist Financial reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 56% in Q2 2026, selling an estimated $867K and leaving 29,430 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Truist Financial first reported a position in IBDU in Q2 2020 and has held it in 17 quarters since. The position peaked at $2.28M in Q4 2025. 263 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Truist Financial held 29,430 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $682K as of Q2 2026.
  • Truist Financial sold 37,395 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $867K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2003 holding.
  • Truist Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2020 and has held it in 17 quarters since.
  • Truist Financial's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $2.28M in Q4 2025.
  • 263 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.