Van Hulzen Asset Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Van Hulzen Asset Management’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	$605K	Buy	26,109 +675	+3%	+$15.6K	0.04%	234
2026 Q1	$592K	Buy	25,434 +13,979	+122%	+$327K	0.04%	212
2025 Q4	$268K	Buy	11,455 +2,284	+25%	+$53.5K	0.02%	282
2025 Q3	$215K	Buy	+9,171	New	+$214K	0.02%	313
2025 Q1	–	Sell	-3,114	Closed	-$71K	–	649
2024 Q4	$71K	Buy	+3,114	New	+$71.7K	0.01%	451

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

Van Hulzen Asset Management's IBDU Position: Q2 2026 in Review

Van Hulzen Asset Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.7% in Q2 2026, buying an estimated $15.6K and bringing the position to 26,109 shares worth $605K. The position accounts for 0.04% of the portfolio, ranked #234.

Van Hulzen Asset Management first reported a position in IBDU in Q4 2024 and has held it in 5 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Van Hulzen Asset Management held 26,109 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $605K as of Q2 2026.
Van Hulzen Asset Management bought 675 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $15.6K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of Van Hulzen Asset Management's portfolio in Q2 2026, its #234 holding.
Van Hulzen Asset Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 5 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.