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Advance Capital Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Advance Capital Management’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 		$1.66M Buy
71,213
+478
+0.7% +$11.2K 0.06% 49
2025
Q4 		$1.66M Buy
+70,735
New +$1.66M 0.07% 48

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 $6.8B AUM 26.96% 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

Advance Capital Management's IBDU Position: Q1 2026 in Review

Advance Capital Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.68% in Q1 2026, buying an estimated $11.2K and bringing the position to 71,213 shares worth $1.66M. The position accounts for 0.06% of the portfolio, ranked #49.

Advance Capital Management first reported a position in IBDU in Q4 2025 and has held it in 2 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Advance Capital Management held 71,213 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.66M as of Q1 2026.
  • Advance Capital Management bought 478 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $11.2K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.06% of Advance Capital Management's portfolio in Q1 2026, its #49 holding.
  • Advance Capital Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.