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

AlphaCore Capital’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	$20.2K	Hold	870	–	–	﹤0.01%	1073
2025 Q4	$20.4K	Hold	870	–	–	﹤0.01%	1254
2025 Q3	$20.4K	Sell	870 -1,170	-57%	-$27.3K	﹤0.01%	945
2025 Q2	$47.6K	Hold	2,040	–	–	﹤0.01%	816
2025 Q1	$47.2K	Buy	+2,040	New	+$46.8K	﹤0.01%	601

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 $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 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 $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AlphaCore Capital's IBDU Position: Q1 2026 in Review

AlphaCore Capital held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q1 2026 at 870 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

AlphaCore Capital first reported a position in IBDU in Q1 2025 and has held it in 5 quarters since. The position peaked at $47.6K in Q2 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

AlphaCore Capital held 870 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $20.2K as of Q1 2026.
AlphaCore Capital left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #1073 holding.
AlphaCore Capital first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
AlphaCore Capital's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $47.6K in Q2 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.