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XML Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

XML Financial’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 		$375K Hold
16,175
– – 0.03% 331
2026
Q1 		$376K Buy
16,175
+1,979
+14% +$46.3K 0.03% 296
2025
Q4 		$332K Buy
+14,196
New +$333K 0.03% 318

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

XML Financial's IBDU Position: Q2 2026 in Review

XML Financial held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 16,175 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #331.

XML Financial first reported a position in IBDU in Q4 2025 and has held it in 3 quarters since. The position peaked at $376K in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • XML Financial held 16,175 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $375K as of Q2 2026.
  • XML Financial left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of XML Financial's portfolio in Q2 2026, its #331 holding.
  • XML Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • XML Financial's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $376K in Q1 2026.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.