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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

American Money Management's IBDU Position: Q4 2025 in Review

American Money Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2025, closing a stake of 8,542 shares — an estimated $200K sold.

American Money Management first reported a position in IBDU in Q3 2021 and held it in 8 quarters. The position peaked at $337K in Q3 2021. 356 funds tracked by Wall St. Rank hold IBDU as of Q4 2025.

American Money Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
American Money Management sold 8,542 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2025, an estimated $200K.
American Money Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2021 and held it in 8 quarters.
American Money Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $337K in Q3 2021.
356 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2025.

Based on American Money Management's 13F filing for Q4 2025, filed 10 Feb 2026.