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Dearborn Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Dearborn Partners’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 		$611K Buy
26,251
+388
+2% +$9.08K 0.03% 166
2025
Q4 		$605K Sell
25,863
-274
-1% -$6.42K 0.03% 165
2025
Q3 		$613K Buy
26,137
+1,833
+8% +$42.8K 0.03% 164
2025
Q2 		$567K Buy
24,304
+1,540
+7% +$35.5K 0.03% 167
2025
Q1 		$527K Buy
22,764
+109
+0.5% +$2.5K 0.03% 164
2024
Q4 		$517K Buy
+22,655
New +$522K 0.02% 163

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 $1.66T AUM 25.57% 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 $6.22B AUM 22.28% 1-Year Est. Return
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 $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Dearborn Partners's IBDU Position: Q1 2026 in Review

Dearborn Partners increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.5% in Q1 2026, buying an estimated $9.08K and bringing the position to 26,251 shares worth $611K. The position accounts for 0.03% of the portfolio, ranked #166.

Dearborn Partners first reported a position in IBDU in Q4 2024 and has held it in 6 quarters since. The position peaked at $613K in Q3 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Dearborn Partners held 26,251 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $611K as of Q1 2026.
  • Dearborn Partners bought 388 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $9.08K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of Dearborn Partners's portfolio in Q1 2026, its #166 holding.
  • Dearborn Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • Dearborn Partners's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $613K in Q3 2025.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Dearborn Partners's 13F filing for Q1 2026, filed 12 May 2026.