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Freestone Capital Holdings’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Freestone Capital Holdings’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 		$856K Sell
36,818
-16,529
-31% -$387K 0.03% 257
2025
Q4 		$1.25M Buy
53,347
+5,662
+12% +$133K 0.04% 219
2025
Q3 		$1.12M Buy
+47,685
New +$1.11M 0.03% 235

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

Freestone Capital Holdings's IBDU Position: Q1 2026 in Review

Freestone Capital Holdings reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 31% in Q1 2026, selling an estimated $387K and leaving 36,818 shares worth $856K. The position accounts for 0.03% of the portfolio, ranked #257.

Freestone Capital Holdings first reported a position in IBDU in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Freestone Capital Holdings held 36,818 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $856K as of Q1 2026.
  • Freestone Capital Holdings sold 16,529 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $387K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of Freestone Capital Holdings's portfolio in Q1 2026, its #257 holding.
  • Freestone Capital Holdings first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • Freestone Capital Holdings's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.25M in Q4 2025.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.