Goldman Sachs
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Goldman Sachs’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Goldman Sachs’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
2024
Q1 		– Sell
-94,846
Closed -$2.19M – 5706
2023
Q4 		$2.19M Buy
+94,846
New +$2.1M ﹤0.01% 3854

Other funds holding IBDU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

Goldman Sachs's IBDU Position: Q1 2024 in Review

Goldman Sachs sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2024, closing a stake of 94,846 shares — an estimated $2.19M sold.

Goldman Sachs first reported a position in IBDU in Q4 2023 and held it in 1 quarter. The position peaked at $2.19M in Q4 2023. 182 funds tracked by Wall St. Rank hold IBDU as of Q1 2024.

  • Goldman Sachs reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • Goldman Sachs sold 94,846 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2024, an estimated $2.19M.
  • Goldman Sachs first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and held it in 1 quarter.
  • Goldman Sachs's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $2.19M in Q4 2023.
  • 182 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2024.

Based on Goldman Sachs's 13F filing for Q1 2024, filed 15 May 2024.