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CFO Capital Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

CFO Capital Management’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 		$609K Buy
26,255
+2,451
+10% +$57.3K 0.5% 58
2025
Q4 		$557K Buy
+23,804
New +$558K 0.42% 68

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $80B AUM 26.12% 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 $324B AUM 22.36% 1-Year Est. Return

CFO Capital Management's IBDU Position: Q1 2026 in Review

CFO Capital Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 10% in Q1 2026, buying an estimated $57.3K and bringing the position to 26,255 shares worth $609K. The position accounts for 0.5% of the portfolio, ranked #58.

CFO Capital Management first reported a position in IBDU in Q4 2025 and has held it in 2 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • CFO Capital Management held 26,255 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $609K as of Q1 2026.
  • CFO Capital Management bought 2,451 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $57.3K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.5% of CFO Capital Management's portfolio in Q1 2026, its #58 holding.
  • CFO Capital Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.