Farmers National Bank’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Farmers National Bank’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	$1.04M	Buy	44,709 +641	+1%	+$15K	0.23%	86
2025 Q4	$1.03M	Buy	44,068 +852	+2%	+$20K	0.23%	86
2025 Q3	$1.01M	Buy	43,216 +2,630	+6%	+$61.4K	0.24%	86
2025 Q2	$947K	Buy	40,586 +321	+0.8%	+$7.4K	0.25%	87
2025 Q1	$931K	Buy	40,265 +1,616	+4%	+$37.1K	0.26%	82
2024 Q4	$881K	Buy	+38,649	New	+$890K	0.26%	83
2024 Q2	$859K	Buy	37,893 +3,171	+9%	+$71.5K	0.26%	84
2024 Q1	$792K	Buy	34,722 +670	+2%	+$15.3K	0.24%	85
2023 Q4	$786K	Buy	34,052 +138	+0.4%	+$3.06K	0.25%	81
2023 Q3	$743K	Buy	33,914 +2,090	+7%	+$46.5K	0.26%	83
2023 Q2	$714K	Buy	31,824 +3,001	+10%	+$68K	0.24%	89
2023 Q1	$659K	Buy	28,823 +1,820	+7%	+$41.1K	0.23%	92
2022 Q4	$599K	Buy	27,003 +2,121	+9%	+$46.7K	0.21%	96
2022 Q3	$542K	Buy	24,882 +2,607	+12%	+$59.7K	0.22%	94
2022 Q2	$509K	Buy	22,275 +2,142	+11%	+$49.9K	0.19%	97
2022 Q1	$493K	Buy	20,133 +1,197	+6%	+$30.2K	0.17%	101
2021 Q4	$498K	Buy	18,936 +10,991	+138%	+$290K	0.17%	105
2021 Q3	$218K	Buy	+7,945	New	+$214K	0.09%	131
2021 Q2	–	Sell	-11,328	Closed	-$296K	–	59
2021 Q1	$296K	Buy	11,328 +3,383	+43%	+$90.5K	0.11%	123
2020 Q4	$218K	Buy	+7,945	New	+$216K	0.09%	131

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

Farmers National Bank's IBDU Position: Q1 2026 in Review

Farmers National Bank increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.5% in Q1 2026, buying an estimated $15K and bringing the position to 44,709 shares worth $1.04M. The position accounts for 0.23% of the portfolio, ranked #86.

Farmers National Bank first reported a position in IBDU in Q4 2020 and has held it in 20 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Farmers National Bank held 44,709 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.04M as of Q1 2026.
Farmers National Bank bought 641 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $15K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.23% of Farmers National Bank's portfolio in Q1 2026, its #86 holding.
Farmers National Bank first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2020 and has held it in 20 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Farmers National Bank's 13F filing for Q1 2026, filed 8 Jun 2026.