Waverly Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Waverly Advisors’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	$200K	Buy	+8,616	New	+$200K	﹤0.01%	1624

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

Waverly Advisors's IBDU Position: Q2 2026 in Review

Waverly Advisors opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 8,616 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1624 among its holdings.

386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Waverly Advisors held 8,616 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $200K as of Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new Waverly Advisors position in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1624 holding.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.