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Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Forvis Mazars Wealth 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
2026
Q1 		$752K Hold
32,337
– – 0.01% 237
2025
Q4 		$757K Buy
32,337
+5,349
+20% +$125K 0.01% 238
2025
Q3 		$633K Buy
26,988
+3,345
+14% +$78.1K 0.01% 255
2025
Q2 		$552K Buy
+23,643
New +$545K 0.01% 267

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

Forvis Mazars Wealth Advisors's IBDU Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q1 2026 at 32,337 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #237.

Forvis Mazars Wealth Advisors first reported a position in IBDU in Q2 2025 and has held it in 4 quarters since. The position peaked at $757K in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 32,337 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $752K as of Q1 2026.
  • Forvis Mazars Wealth Advisors left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #237 holding.
  • Forvis Mazars Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • Forvis Mazars Wealth Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $757K in Q4 2025.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.