Dakota Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Dakota Wealth 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	–	Sell	-10,015	Closed	-$234K	–	799
2025 Q4	$234K	Sell	10,015 -2,250	-18%	-$52.7K	﹤0.01%	704
2025 Q3	$288K	Sell	12,265 -4,065	-25%	-$94.9K	0.01%	565
2025 Q2	$381K	Sell	16,330 -1,000	-6%	-$23.1K	0.01%	559
2025 Q1	$401K	Buy	17,330 +430	+3%	+$9.86K	0.01%	560
2024 Q4	$385K	Buy	+16,900	New	+$389K	0.01%	556

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Dakota Wealth Management's IBDU Position: Q1 2026 in Review

Dakota Wealth Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026, closing a stake of 10,015 shares — an estimated $234K sold.

Dakota Wealth Management first reported a position in IBDU in Q4 2024 and held it in 5 quarters. The position peaked at $401K in Q1 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Dakota Wealth Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Dakota Wealth Management sold 10,015 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $234K.
Dakota Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and held it in 5 quarters.
Dakota Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $401K in Q1 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.