Wells Fargo
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Wells Fargo’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Wells Fargo’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 		$51.4M Buy
2,220,273
+95,084
+4% +$2.2M 0.01% 1012
2026
Q1 		$49.4M Buy
2,125,189
+22,623
+1% +$529K 0.01% 971
2025
Q4 		$49.2M Buy
2,102,566
+66,293
+3% +$1.55M 0.01% 947
2025
Q3 		$47.8M Buy
2,036,273
+185,214
+10% +$4.33M 0.01% 950
2025
Q2 		$43.2M Buy
1,851,059
+104,435
+6% +$2.41M 0.01% 929
2025
Q1 		$40.4M Buy
1,746,624
+222,889
+15% +$5.11M 0.01% 914
2024
Q4 		$34.7M Buy
1,523,735
+350,668
+30% +$8.08M 0.01% 995
2024
Q3 		$27.6M Buy
1,173,067
+239,960
+26% +$5.56M 0.01% 1102
2024
Q2 		$21.2M Buy
933,107
+184,800
+25% +$4.17M 0.01% 1210
2024
Q1 		$17.1M Buy
748,307
+362,537
+94% +$8.27M ﹤0.01% 1335
2023
Q4 		$8.9M Buy
385,770
+216,282
+128% +$4.79M ﹤0.01% 1793
2023
Q3 		$3.71M Sell
169,488
-6,202
-4% -$138K ﹤0.01% 2325
2023
Q2 		$3.94M Sell
175,690
-73,627
-30% -$1.67M ﹤0.01% 2337
2023
Q1 		$5.7M Buy
249,317
+132,095
+113% +$2.99M ﹤0.01% 2014
2022
Q4 		$2.6M Buy
117,222
+10,301
+10% +$227K ﹤0.01% 2572
2022
Q3 		$2.33M Buy
106,921
+19,562
+22% +$448K ﹤0.01% 2605
2022
Q2 		$2M Sell
87,359
-12,892
-13% -$300K ﹤0.01% 2797
2022
Q1 		$2.46M Sell
100,251
-20,968
-17% -$529K ﹤0.01% 3092
2021
Q4 		$3.19M Sell
121,219
-21,893
-15% -$578K ﹤0.01% 3026
2021
Q3 		$3.81M Buy
143,112
+6,480
+5% +$175K ﹤0.01% 3094
2021
Q2 		$3.66M Buy
136,632
+47,823
+54% +$1.27M ﹤0.01% 3146
2021
Q1 		$2.32M Buy
88,809
+3,586
+4% +$95.9K ﹤0.01% 3565
2020
Q4 		$2.34M Buy
85,223
+25,188
+42% +$685K ﹤0.01% 3384
2020
Q3 		$1.62M Buy
60,035
+46,255
+336% +$1.26M ﹤0.01% 3478
2020
Q2 		$369K Buy
13,780
+2,215
+19% +$57K ﹤0.01% 4536
2020
Q1 		$279K Buy
11,565
+10,709
+1,251% +$273K ﹤0.01% 4457
2019
Q4 		$22K Buy
+856
New +$21.8K ﹤0.01% 5720

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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

Wells Fargo's IBDU Position: Q2 2026 in Review

Wells Fargo increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.5% in Q2 2026, buying an estimated $2.2M and bringing the position to 2,220,273 shares worth $51.4M. The position accounts for 0.01% of the portfolio, ranked #1012.

Wells Fargo first reported a position in IBDU in Q4 2019 and has held it in 27 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Wells Fargo held 2,220,273 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $51.4M as of Q2 2026.
  • Wells Fargo bought 95,084 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $2.2M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Wells Fargo's portfolio in Q2 2026, its #1012 holding.
  • Wells Fargo first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2019 and has held it in 27 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.