Cary Street Partners Investment Advisory’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Cary Street Partners Investment Advisory’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
2024 Q4	–	Sell	-28,907	Closed	-$680K	–	605
2024 Q3	$680K	Buy	28,907 +10,926	+61%	+$253K	0.03%	436
2024 Q2	$408K	Buy	17,981 +7,861	+78%	+$177K	0.02%	520
2024 Q1	$231K	Buy	+10,120	New	+$231K	0.01%	633
2023 Q4	–	Sell	-1,119	Closed	-$24.5K	–	1160
2023 Q3	$24.5K	Buy	+1,119	New	+$24.9K	﹤0.01%	1055

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's IBDU Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2024, closing a stake of 28,907 shares — an estimated $680K sold.

Cary Street Partners Investment Advisory first reported a position in IBDU in Q3 2023 and held it in 4 quarters. The position peaked at $680K in Q3 2024. 257 funds tracked by Wall St. Rank hold IBDU as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 28,907 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2024, an estimated $680K.
Cary Street Partners Investment Advisory first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and held it in 4 quarters.
Cary Street Partners Investment Advisory's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $680K in Q3 2024.
257 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.