EH
IBDU icon

Equitable Holdings’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Equitable Holdings’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 		$6.5M Buy
279,221
+236,223
+549% +$5.53M 0.04% 362
2025
Q4 		$1.01M Buy
42,998
+27,805
+183% +$652K 0.01% 861
2025
Q3 		$357K Buy
15,193
+6,010
+65% +$140K ﹤0.01% 1192
2025
Q2 		$214K Buy
+9,183
New +$212K ﹤0.01% 1343

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

Equitable Holdings's IBDU Position: Q1 2026 in Review

Equitable Holdings increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 549% in Q1 2026, buying an estimated $5.53M and bringing the position to 279,221 shares worth $6.5M. The position accounts for 0.04% of the portfolio, ranked #362.

Equitable Holdings first reported a position in IBDU in Q2 2025 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Equitable Holdings held 279,221 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $6.5M as of Q1 2026.
  • Equitable Holdings bought 236,223 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $5.53M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of Equitable Holdings's portfolio in Q1 2026, its #362 holding.
  • Equitable Holdings first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.