Eight 31 Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Eight 31 Financial’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	$3.96M	Sell	170,378 -4,064	-2%	-$95.1K	2.39%	16
2025 Q4	$4.08M	Buy	174,442 +12,053	+7%	+$282K	2.24%	16
2025 Q3	$3.81M	Buy	162,389 +28,996	+22%	+$677K	2.15%	16
2025 Q2	$3.11M	Buy	133,393 +5,415	+4%	+$125K	2.05%	16
2025 Q1	$2.96M	Buy	+127,978	New	+$2.93M	1.9%	17

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 $6.8B AUM 26.96% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Eight 31 Financial's IBDU Position: Q1 2026 in Review

Eight 31 Financial reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.3% in Q1 2026, selling an estimated $95.1K and leaving 170,378 shares worth $3.96M. The position accounts for 2.39% of the portfolio, ranked #16.

Eight 31 Financial first reported a position in IBDU in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.08M in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Eight 31 Financial held 170,378 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.96M as of Q1 2026.
Eight 31 Financial sold 4,064 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $95.1K.
iShares iBonds Dec 2029 Term Corporate ETF made up 2.39% of Eight 31 Financial's portfolio in Q1 2026, its #16 holding.
Eight 31 Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
Eight 31 Financial's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4.08M in Q4 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Eight 31 Financial's 13F filing for Q1 2026, filed 15 May 2026.