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ASN
Advisory Services Network’s
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
Stock Holding History
Advisory Services Network’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
$586K
Sell
25,175
-2,297
-8%
-$53.7K
0.01%
1196
2025
Q4
$643K
Buy
27,472
+12,999
+90%
+$305K
0.01%
1087
2025
Q3
$340K
Buy
14,473
+2,050
+17%
+$47.9K
0.01%
1396
2025
Q2
$289K
Buy
12,423
+2,437
+24%
+$56.2K
﹤0.01%
1431
2025
Q1
$231K
Buy
+9,986
New
+$229K
﹤0.01%
1441
2024
Q1
–
Sell
-1,000
Closed
-$23.1K
–
2475
2023
Q4
$23.1K
Buy
+1,000
New
+$22.2K
﹤0.01%
2446
2021
Q3
–
Sell
-307
Closed
-$8K
–
2259
2021
Q2
$8K
Buy
+307
New
+$8.12K
﹤0.01%
2901
2021
Q1
–
Sell
-307
Closed
-$8K
–
2179
2020
Q4
$8K
Sell
307
-2,170
-88%
-$59K
﹤0.01%
2538
2020
Q3
$67K
Buy
+2,477
New
+$67.3K
﹤0.01%
1442
2020
Q2
–
Sell
-2,170
Closed
-$52K
–
1833
2020
Q1
$52K
Hold
2,170
–
–
﹤0.01%
1366
2019
Q4
$55K
Buy
+2,170
New
+$55.2K
﹤0.01%
1443
Other funds holding IBDU
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
ACA
Aptus Capital Advisors
Fairhope, Alabama
$11.9B 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
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
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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