AMM
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American Money Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

American Money 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
2025
Q4 		– Sell
-8,542
Closed -$200K – 169
2025
Q3 		$200K Buy
+8,542
New +$200K 0.03% 146
2023
Q3 		– Sell
-9,151
Closed -$205K – 132
2023
Q2 		$205K Hold
9,151
– – 0.05% 134
2023
Q1 		$209K Sell
9,151
-264
-3% -$5.97K 0.06% 129
2022
Q4 		$209K Hold
9,415
– – 0.06% 130
2022
Q3 		$205K Hold
9,415
– – 0.06% 128
2022
Q2 		$215K Buy
9,415
+550
+6% +$12.8K 0.06% 130
2022
Q1 		$217K Buy
+8,865
New +$224K 0.06% 134
2021
Q4 		– Sell
-12,652
Closed -$337K – 142
2021
Q3 		$337K Buy
+12,652
New +$341K 0.1% 114

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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 $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return