First National Trust’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

First National Trust’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	$15.4M	Buy	661,254 +161,509	+32%	+$3.78M	0.52%	48
2025 Q4	$11.7M	Buy	499,745 +132,734	+36%	+$3.11M	0.39%	58
2025 Q3	$8.61M	Buy	367,011 +62,824	+21%	+$1.47M	0.3%	76
2025 Q2	$7.1M	Buy	304,187 +8,020	+3%	+$185K	0.27%	88
2025 Q1	$6.85M	Buy	296,167 +103,539	+54%	+$2.37M	0.28%	91
2024 Q4	$4.39M	Buy	192,628 +123,088	+177%	+$2.84M	0.16%	118
2024 Q3	$1.63M	Buy	69,540 +37,354	+116%	+$866K	0.06%	192
2024 Q2	$730K	Buy	32,186 +12,868	+67%	+$290K	0.03%	249
2024 Q1	$441K	Buy	+19,318	New	+$441K	0.02%	287

Other funds holding IBDU

Bank of America

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

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

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

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Raymond James Financial

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