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

Atomi Financial Group’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	–	Sell	-12,760	Closed	-$299K	–	1266
2025 Q4	$299K	Sell	12,760 -2,599	-17%	-$60.9K	0.01%	938
2025 Q3	$360K	Buy	15,359 +1,447	+10%	+$33.8K	0.01%	788
2025 Q2	$325K	Buy	13,912 +3,266	+31%	+$75.3K	0.01%	777
2025 Q1	$246K	Buy	+10,646	New	+$244K	0.01%	870

Other funds holding IBDU

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

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 $6.22B AUM 22.28% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Atomi Financial Group's IBDU Position: Q1 2026 in Review

Atomi Financial Group sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026, closing a stake of 12,760 shares — an estimated $299K sold.

Atomi Financial Group first reported a position in IBDU in Q1 2025 and held it in 4 quarters. The position peaked at $360K in Q3 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Atomi Financial Group reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Atomi Financial Group sold 12,760 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $299K.
Atomi Financial Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and held it in 4 quarters.
Atomi Financial Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $360K in Q3 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.