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

Glenview 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	$11.5M	Buy	495,075 +123,775	+33%	+$2.9M	0.18%	106
2025 Q4	$8.69M	Buy	371,300 +39,699	+12%	+$930K	0.13%	121
2025 Q3	$7.78M	Buy	331,601 +54,515	+20%	+$1.27M	0.12%	126
2025 Q2	$6.46M	Buy	277,086 +81,250	+41%	+$1.87M	0.11%	129
2025 Q1	$4.53M	Buy	195,836 +33,600	+21%	+$770K	0.09%	148
2024 Q4	$3.7M	Buy	162,236 +70,536	+77%	+$1.62M	0.07%	156
2024 Q3	$2.16M	Buy	91,700 +21,287	+30%	+$493K	0.04%	208
2024 Q2	$1.6M	Buy	70,413 +60,320	+598%	+$1.36M	0.03%	219
2024 Q1	$230K	Buy	+10,093	New	+$230K	﹤0.01%	438

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