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Costello Asset Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Costello Asset 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
2025
Q3 		– Sell
-440
Closed -$10.3K – 675
2025
Q2 		$10.3K Buy
440
+5
+1% +$115 ﹤0.01% 468
2025
Q1 		$10.1K Buy
435
+3
+0.7% +$69 ﹤0.01% 454
2024
Q4 		$9.85K Buy
432
+7
+2% +$161 0.01% 142
2024
Q3 		$9.99K Buy
+425
New +$9.85K 0.01% 146

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Costello Asset Management's IBDU Position: Q3 2025 in Review

Costello Asset Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2025, closing a stake of 440 shares — an estimated $10.3K sold.

Costello Asset Management first reported a position in IBDU in Q3 2024 and held it in 4 quarters. The position peaked at $10.3K in Q2 2025. 322 funds tracked by Wall St. Rank hold IBDU as of Q3 2025.

  • Costello Asset Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Costello Asset Management sold 440 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2025, an estimated $10.3K.
  • Costello Asset Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and held it in 4 quarters.
  • Costello Asset Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $10.3K in Q2 2025.
  • 322 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2025.

Based on Costello Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.