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10Elms LLP’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

10Elms LLP’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
Q1 		$2.3M Buy
97,421
+63,351
+186% +$1.48M 1.45% 21
2025
Q4 		$797K Buy
34,070
+1,700
+5% +$39.8K 0.73% 28
2025
Q3 		$760K Buy
32,370
+4,320
+15% +$101K 0.68% 29
2025
Q2 		$654K Buy
28,050
+4,300
+18% +$99.2K 0.62% 32
2025
Q1 		$549K Buy
23,750
+15,950
+204% +$366K 0.55% 37
2024
Q4 		$178K Buy
+7,800
New +$180K 0.18% 77

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

10Elms LLP's IBDU Position: Q1 2026 in Review

10Elms LLP increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 186% in Q1 2026, buying an estimated $1.48M and bringing the position to 97,421 shares worth $2.3M. The position accounts for 1.45% of the portfolio, ranked #21.

10Elms LLP first reported a position in IBDU in Q4 2024 and has held it in 6 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • 10Elms LLP held 97,421 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.3M as of Q1 2026.
  • 10Elms LLP bought 63,351 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $1.48M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 1.45% of 10Elms LLP's portfolio in Q1 2026, its #21 holding.
  • 10Elms LLP first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on 10Elms LLP's 13F filing for Q1 2026, filed 15 May 2026.