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Carroll Advisory Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Carroll Advisory 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
-12,622
Closed -$295K – 71
2025
Q4 		$295K Buy
+12,622
New +$296K 0.13% 58

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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 $80.9B AUM 26.08% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Carroll Advisory Group's IBDU Position: Q1 2026 in Review

Carroll Advisory Group sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026, closing a stake of 12,622 shares — an estimated $295K sold.

Carroll Advisory Group first reported a position in IBDU in Q4 2025 and held it in 1 quarter. The position peaked at $295K in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Carroll Advisory Group reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Carroll Advisory Group sold 12,622 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $295K.
  • Carroll Advisory Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • Carroll Advisory Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $295K in Q4 2025.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Carroll Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.