First Horizon Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

First Horizon Advisors’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
2025 Q2	$77.7K	Hold	3,332	–	–	﹤0.01%	799
2025 Q1	$77.1K	Hold	3,332	–	–	﹤0.01%	762
2024 Q4	$76K	Buy	3,332 +225	+7%	+$5.18K	﹤0.01%	789
2024 Q3	$73K	Hold	3,107	–	–	﹤0.01%	832
2024 Q2	$70.4K	Hold	3,107	–	–	﹤0.01%	789
2024 Q1	$70.9K	Hold	3,107	–	–	﹤0.01%	796
2023 Q4	$71.7K	Buy	+3,107	New	+$68.9K	﹤0.01%	775

Other funds holding IBDU

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

First Horizon Advisors's IBDU Position: Q2 2025 in Review

First Horizon Advisors held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2025 at 3,332 shares worth $77.7K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

First Horizon Advisors first reported a position in IBDU in Q4 2023 and has held it in 7 quarters since. 306 funds tracked by Wall St. Rank hold IBDU as of Q2 2025.

First Horizon Advisors held 3,332 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $77.7K as of Q2 2025.
First Horizon Advisors left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2025.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #799 holding.
First Horizon Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 7 quarters since.
306 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.