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Woodmont Investment Counsel’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Woodmont Investment Counsel’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 		$41M Buy
1,771,527
+19,777
+1% +$458K 2.24% 5
2026
Q1 		$40.7M Buy
1,751,750
+6,227
+0.4% +$146K 2.51% 6
2025
Q4 		$40.9M Buy
1,745,523
+14,912
+0.9% +$349K 2.56% 6
2025
Q3 		$40.6M Sell
1,730,611
-47,565
-3% -$1.11M 2.69% 6
2025
Q2 		$41.5M Buy
1,778,176
+100,022
+6% +$2.31M 2.74% 5
2025
Q1 		$38.8M Buy
1,678,154
+142,013
+9% +$3.26M 2.8% 6
2024
Q4 		$35M Buy
1,536,141
+153,821
+11% +$3.54M 2.59% 6
2024
Q3 		$32.5M Buy
+1,382,320
New +$32M 2.45% 7
2024
Q2 		– Sell
-947,900
Closed -$21.6M – 282
2024
Q1 		$21.6M Buy
+947,900
New +$21.6M 1.82% 11

Other funds holding IBDU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Woodmont Investment Counsel's IBDU Position: Q2 2026 in Review

Woodmont Investment Counsel increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.1% in Q2 2026, buying an estimated $458K and bringing the position to 1,771,527 shares worth $41M. The position accounts for 2.24% of the portfolio, ranked #5.

Woodmont Investment Counsel first reported a position in IBDU in Q1 2024 and has held it in 9 quarters since. The position peaked at $41.5M in Q2 2025. 219 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Woodmont Investment Counsel held 1,771,527 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $41M as of Q2 2026.
  • Woodmont Investment Counsel bought 19,777 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $458K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 2.24% of Woodmont Investment Counsel's portfolio in Q2 2026, its #5 holding.
  • Woodmont Investment Counsel first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
  • Woodmont Investment Counsel's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $41.5M in Q2 2025.
  • 219 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.