Annis Gardner Whiting Capital Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Annis Gardner Whiting Capital Advisors’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 Q3	–	Sell	-1,091	Closed	-$25.5K	–	1305
2025 Q2	$25.5K	Buy	+1,091	New	+$25.2K	0.01%	526

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's IBDU Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2025, closing a stake of 1,091 shares — an estimated $25.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IBDU in Q2 2025 and held it in 1 quarter. The position peaked at $25.5K in Q2 2025. 321 funds tracked by Wall St. Rank hold IBDU as of Q3 2025.

Annis Gardner Whiting Capital Advisors reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,091 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2025, an estimated $25.5K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and held it in 1 quarter.
Annis Gardner Whiting Capital Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $25.5K in Q2 2025.
321 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.