Focus Partners Wealth
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Focus Partners Wealth’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Focus Partners Wealth’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 		– Sell
-25,867
Closed -$605K – 2738
2025
Q4 		$605K Buy
+25,867
New +$606K ﹤0.01% 1871

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

Focus Partners Wealth's IBDU Position: Q1 2026 in Review

Focus Partners Wealth sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026, closing a stake of 25,867 shares — an estimated $605K sold.

Focus Partners Wealth first reported a position in IBDU in Q4 2025 and held it in 1 quarter. The position peaked at $605K in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Focus Partners Wealth reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 25,867 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $605K.
  • Focus Partners Wealth first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • Focus Partners Wealth's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $605K in Q4 2025.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.