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

BridgePort Financial Solutions’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	-9,198	Closed	-$215K	–	239
2025 Q2	$215K	Hold	9,198	–	–	0.07%	183
2025 Q1	$213K	Hold	9,198	–	–	0.1%	149
2024 Q4	$212K	Buy	+9,198	New	+$212K	0.1%	151

Other funds holding IBDU

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 New York $1.89T AUM 35.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BridgePort Financial Solutions's IBDU Position: Q3 2025 in Review

BridgePort Financial Solutions sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2025, closing a stake of 9,198 shares — an estimated $215K sold.

BridgePort Financial Solutions first reported a position in IBDU in Q4 2024 and held it in 3 quarters. The position peaked at $215K in Q2 2025. 322 funds tracked by Wall St. Rank hold IBDU as of Q3 2025.

BridgePort Financial Solutions reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
BridgePort Financial Solutions sold 9,198 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2025, an estimated $215K.
BridgePort Financial Solutions first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and held it in 3 quarters.
BridgePort Financial Solutions's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $215K in Q2 2025.
322 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2025.

Based on BridgePort Financial Solutions's 13F filing for Q3 2025, filed 6 Nov 2025.