Baron Silver Stevens Financial Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Baron Silver Stevens Financial 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
2026 Q1	–	Sell	-42,415	Closed	-$993K	–	140
2025 Q4	$993K	Buy	+42,415	New	+$994K	0.14%	62
2025 Q3	–	Sell	-41,824	Closed	-$976K	–	150
2025 Q2	$976K	Buy	+41,824	New	+$965K	0.16%	60
2024 Q3	–	Sell	-32,365	Closed	-$734K	–	121
2024 Q2	$734K	Sell	32,365 -2,667	-8%	-$60.2K	0.14%	59
2024 Q1	$799K	Buy	+35,032	New	+$799K	0.15%	59
2023 Q4	–	Sell	-12,336	Closed	-$270K	–	110
2023 Q3	$270K	Buy	12,336 +137	+1%	+$3.05K	0.06%	84
2023 Q2	$274K	Buy	12,199 +44	+0.4%	+$997	0.06%	86
2023 Q1	$278K	Buy	+12,155	New	+$275K	0.07%	80

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

Baron Silver Stevens Financial Advisors's IBDU Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026, closing a stake of 42,415 shares — an estimated $993K sold.

Baron Silver Stevens Financial Advisors first reported a position in IBDU in Q1 2023 and held it in 7 quarters. The position peaked at $993K in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Baron Silver Stevens Financial Advisors reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 42,415 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $993K.
Baron Silver Stevens Financial Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2023 and held it in 7 quarters.
Baron Silver Stevens Financial Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $993K in Q4 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.