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Duncker Streett & Co’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Duncker Streett & Co’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 		$815K Buy
35,029
+10,275
+42% +$240K 0.15% 118
2025
Q4 		$579K Hold
24,754
– – 0.1% 138
2025
Q3 		$581K Sell
24,754
-1,475
-6% -$34.5K 0.1% 139
2025
Q2 		$612K Hold
26,229
– – 0.11% 135
2025
Q1 		$607K Hold
26,229
– – 0.12% 135
2024
Q4 		$598K Buy
26,229
+8,600
+49% +$198K 0.11% 138
2024
Q3 		$414K Hold
17,629
– – 0.08% 172
2024
Q2 		$400K Buy
+17,629
New +$398K 0.08% 166

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 $11.9B 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 $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