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Clearstead Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Clearstead 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 		$586K Buy
25,189
+1,275
+5% +$29.8K 0.01% 676
2025
Q4 		$560K Buy
23,914
+213
+0.9% +$4.99K 0.01% 625
2025
Q3 		$556K Buy
23,701
+3,611
+18% +$84.3K 0.01% 601
2025
Q2 		$469K Buy
20,090
+4,922
+32% +$114K 0.01% 630
2025
Q1 		$351K Buy
15,168
+5,566
+58% +$128K 0.01% 664
2024
Q4 		$219K Hold
9,602
– – ﹤0.01% 825
2024
Q3 		$226K Buy
+9,602
New +$223K ﹤0.01% 817

Other funds holding IBDU

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
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CAI
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Mercer Global Advisors
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return