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Winthrop Partners - WNY’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Winthrop Partners - WNY’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 		$5.28M Buy
227,803
+9,601
+4% +$223K 2.61% 14
2026
Q1 		$5.08M Buy
218,202
+8,239
+4% +$193K 2.7% 11
2025
Q4 		$4.91M Buy
+209,963
New +$4.92M 2.65% 15

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

Winthrop Partners - WNY's IBDU Position: Q2 2026 in Review

Winthrop Partners - WNY increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.4% in Q2 2026, buying an estimated $223K and bringing the position to 227,803 shares worth $5.28M. The position accounts for 2.61% of the portfolio, ranked #14.

Winthrop Partners - WNY first reported a position in IBDU in Q4 2025 and has held it in 3 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Winthrop Partners - WNY held 227,803 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $5.28M as of Q2 2026.
  • Winthrop Partners - WNY bought 9,601 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $223K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 2.61% of Winthrop Partners - WNY's portfolio in Q2 2026, its #14 holding.
  • Winthrop Partners - WNY first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.