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 Q3	$4.06M	Buy	178,935 +4,605	+3%	+$106K	2.38%	15
2026 Q2	$4.04M	Buy	174,330 +3,952	+2%	+$91.6K	2.4%	16
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

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Eight 31 Financial's IBDU Position: Q3 2026 in Review

Eight 31 Financial increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.6% in Q3 2026, buying an estimated $106K and bringing the position to 178,935 shares worth $4.06M. The position accounts for 2.38% of the portfolio, ranked #15.

Eight 31 Financial first reported a position in IBDU in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.08M in Q4 2025. 375 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Eight 31 Financial held 178,935 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.06M as of Q3 2026.
Eight 31 Financial bought 4,605 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $106K.
iShares iBonds Dec 2029 Term Corporate ETF made up 2.38% of Eight 31 Financial's portfolio in Q3 2026, its #15 holding.
Eight 31 Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
Eight 31 Financial's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4.08M in Q4 2025.
375 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Eight 31 Financial's 13F filing for Q3 2026, filed 13 Nov 2026.