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

Ameriprise’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
Q2 		$37.7M Buy
1,629,388
+529,903
+48% +$12.3M 0.01% 1094
2026
Q1 		$25.6M Buy
1,099,485
+40,715
+4% +$952K 0.01% 1250
2025
Q4 		$24.8M Buy
1,058,770
+93,139
+10% +$2.18M 0.01% 1261
2025
Q3 		$22.7M Sell
965,631
-440,244
-31% -$10.3M 0.01% 1305
2025
Q2 		$32.8M Sell
1,405,875
-869,371
-38% -$20.1M 0.01% 1087
2025
Q1 		$52.6M Sell
2,275,246
-1,303,487
-36% -$29.9M 0.01% 818
2024
Q4 		$81.6M Sell
3,578,733
-1,007,994
-22% -$23.2M 0.02% 627
2024
Q3 		$108M Buy
4,586,727
+107,633
+2% +$2.49M 0.03% 518
2024
Q2 		$102M Buy
4,479,094
+244,092
+6% +$5.51M 0.03% 506
2024
Q1 		$96.7M Buy
4,235,002
+3,489,493
+468% +$79.6M 0.03% 546
2023
Q4 		$17.2M Buy
745,509
+250,666
+51% +$5.56M 0.01% 1364
2023
Q3 		$10.8M Sell
494,843
-24,355
-5% -$542K ﹤0.01% 1634
2023
Q2 		$11.7M Buy
519,198
+51,598
+11% +$1.17M ﹤0.01% 1644
2023
Q1 		$10.7M Buy
467,600
+278,601
+147% +$6.3M ﹤0.01% 1722
2022
Q4 		$4.19M Buy
188,999
+14,994
+9% +$330K ﹤0.01% 2417
2022
Q3 		$3.79M Buy
174,005
+96,236
+124% +$2.21M ﹤0.01% 2426
2022
Q2 		$1.78M Buy
77,769
+10,036
+15% +$234K ﹤0.01% 2860
2022
Q1 		$1.66M Buy
67,733
+12,504
+23% +$315K ﹤0.01% 2994
2021
Q4 		$1.45M Buy
55,229
+2,377
+4% +$62.8K ﹤0.01% 3085
2021
Q3 		$1.41M Buy
52,852
+2,086
+4% +$56.2K ﹤0.01% 3011
2021
Q2 		$1.36M Buy
50,766
+3,719
+8% +$98.4K ﹤0.01% 3087
2021
Q1 		$1.23M Buy
+47,047
New +$1.26M ﹤0.01% 3062

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Ameriprise's IBDU Position: Q2 2026 in Review

Ameriprise increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 48% in Q2 2026, buying an estimated $12.3M and bringing the position to 1,629,388 shares worth $37.7M. The position accounts for 0.01% of the portfolio, ranked #1094.

Ameriprise first reported a position in IBDU in Q1 2021 and has held it in 22 quarters since. The position peaked at $108M in Q3 2024. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Ameriprise held 1,629,388 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $37.7M as of Q2 2026.
  • Ameriprise bought 529,903 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $12.3M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Ameriprise's portfolio in Q2 2026, its #1094 holding.
  • Ameriprise first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2021 and has held it in 22 quarters since.
  • Ameriprise's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $108M in Q3 2024.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.