Frisch Financial Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Frisch Financial Group’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	-105,356	Closed	-$2.47M	–	171
2025 Q4	$2.47M	Sell	105,356 -66,913	-39%	-$1.57M	0.55%	33
2025 Q3	$4.04M	Buy	172,269 +2,163	+1%	+$50.5K	0.94%	25
2025 Q2	$3.97M	Buy	+170,106	New	+$3.92M	0.97%	25

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Frisch Financial Group's IBDU Position: Q1 2026 in Review

Frisch Financial Group sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026, closing a stake of 105,356 shares — an estimated $2.47M sold.

Frisch Financial Group first reported a position in IBDU in Q2 2025 and held it in 3 quarters. The position peaked at $4.04M in Q3 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Frisch Financial Group reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Frisch Financial Group sold 105,356 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $2.47M.
Frisch Financial Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and held it in 3 quarters.
Frisch Financial Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4.04M in Q3 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Frisch Financial Group's 13F filing for Q1 2026, filed 5 May 2026.