Cambridge Investment Research Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Cambridge Investment Research 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	$4.84M	Buy	207,891 +21,421	+11%	+$501K	0.01%	986
2025 Q4	$4.36M	Buy	186,470 +25,122	+16%	+$589K	0.01%	997
2025 Q3	$3.79M	Buy	161,348 +29,074	+22%	+$679K	0.01%	1072
2025 Q2	$3.09M	Buy	132,274 +42,725	+48%	+$985K	0.01%	1130
2025 Q1	$2.07M	Buy	89,549 +41,027	+85%	+$941K	0.01%	1313
2024 Q4	$1.11M	Buy	48,522 +24,739	+104%	+$570K	﹤0.01%	1788
2024 Q3	$559K	Buy	23,783 +1,887	+9%	+$43.7K	﹤0.01%	2316
2024 Q2	$496K	Buy	21,896 +7,073	+48%	+$160K	﹤0.01%	2310
2024 Q1	$338K	Buy	+14,823	New	+$338K	﹤0.01%	2609
2023 Q4	–	Sell	-21,523	Closed	-$471K	–	3242
2023 Q3	$471K	Sell	21,523 -19,463	-47%	-$433K	﹤0.01%	2131
2023 Q2	$920K	Buy	40,986 +988	+2%	+$22.4K	﹤0.01%	1669
2023 Q1	$915K	Buy	+39,998	New	+$904K	﹤0.01%	1631

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

Cambridge Investment Research Advisors's IBDU Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 11% in Q1 2026, buying an estimated $501K and bringing the position to 207,891 shares worth $4.84M. The position accounts for 0.01% of the portfolio, ranked #986.

Cambridge Investment Research Advisors first reported a position in IBDU in Q1 2023 and has held it in 12 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Cambridge Investment Research Advisors held 207,891 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.84M as of Q1 2026.
Cambridge Investment Research Advisors bought 21,421 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $501K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #986 holding.
Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2023 and has held it in 12 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.