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

Arrow Financial’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 		$14.9M Buy
641,623
+38,228
+6% +$894K 1.5% 19
2025
Q4 		$14.1M Buy
603,395
+1,122
+0.2% +$26.3K 1.41% 20
2025
Q3 		$14.1M Sell
602,273
-14,574
-2% -$340K 1.45% 18
2025
Q2 		$14.4M Sell
616,847
-5,855
-0.9% -$135K 1.52% 18
2025
Q1 		$14.4M Buy
622,702
+2,559
+0.4% +$58.7K 1.61% 15
2024
Q4 		$14.1M Buy
620,143
+21,850
+4% +$503K 1.34% 19
2024
Q3 		$14.1M Buy
598,293
+8,789
+1% +$204K 1.3% 19
2024
Q2 		$13.4M Buy
589,504
+12,936
+2% +$292K 1.3% 18
2024
Q1 		$13.2M Buy
576,568
+19,689
+4% +$449K 1.31% 19
2023
Q4 		$12.8M Buy
556,879
+45,264
+9% +$1M 1.33% 17
2023
Q3 		$11.2M Buy
511,615
+145,722
+40% +$3.24M 1.31% 17
2023
Q2 		$8.21M Buy
365,893
+26,829
+8% +$608K 0.99% 19
2023
Q1 		$7.76M Buy
339,064
+48,686
+17% +$1.1M 1.01% 22
2022
Q4 		$6.44M Buy
290,378
+194,513
+203% +$4.28M 0.87% 25
2022
Q3 		$2.09M Buy
95,865
+48,185
+101% +$1.1M 0.3% 68
2022
Q2 		$1.09M Sell
47,680
-4,115
-8% -$95.8K 0.15% 98
2022
Q1 		$1.27M Buy
51,795
+29,874
+136% +$754K 0.15% 98
2021
Q4 		$577K Buy
21,921
+3,707
+20% +$97.9K 0.07% 126
2021
Q3 		$485K Buy
18,214
+926
+5% +$24.9K 0.06% 134
2021
Q2 		$464K Sell
17,288
-1,370
-7% -$36.3K 0.06% 139
2021
Q1 		$488K Buy
18,658
+240
+1% +$6.42K 0.06% 135
2020
Q4 		$506K Buy
18,418
+457
+3% +$12.4K 0.1% 121
2020
Q3 		$486K Buy
17,961
+2,742
+18% +$74.5K 0.1% 116
2020
Q2 		$407K Buy
15,219
+1,588
+12% +$40.9K 0.09% 122
2020
Q1 		$329K Buy
13,631
+5,389
+65% +$137K 0.08% 127
2019
Q4 		$210K Buy
+8,242
New +$210K 0.04% 159

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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 $6.8B AUM 26.96% 1-Year Est. Return
Mercer Global Advisors
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arrow Financial's IBDU Position: Q1 2026 in Review

Arrow Financial increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 6.3% in Q1 2026, buying an estimated $894K and bringing the position to 641,623 shares worth $14.9M. The position accounts for 1.5% of the portfolio, ranked #19.

Arrow Financial first reported a position in IBDU in Q4 2019 and has held it in 26 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Arrow Financial held 641,623 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $14.9M as of Q1 2026.
  • Arrow Financial bought 38,228 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $894K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 1.5% of Arrow Financial's portfolio in Q1 2026, its #19 holding.
  • Arrow Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2019 and has held it in 26 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Arrow Financial's 13F filing for Q1 2026, filed 11 May 2026.