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

Gratus 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 		$35.1M Buy
1,509,083
+88,114
+6% +$2.06M 5.08% 7
2025
Q4 		$33.3M Buy
1,420,969
+39,441
+3% +$924K 4.61% 8
2025
Q3 		$32.4M Buy
1,381,528
+37,414
+3% +$874K 4.56% 9
2025
Q2 		$31.4M Buy
1,344,114
+24,810
+2% +$572K 4.75% 9
2025
Q1 		$30.5M Buy
1,319,304
+55,130
+4% +$1.26M 5.01% 9
2024
Q4 		$28.8M Buy
1,264,174
+1,244,871
+6,449% +$28.7M 4.61% 9
2024
Q3 		$447K Buy
19,303
+1,375
+8% +$31.9K 0.07% 96
2024
Q2 		$410K Sell
17,928
-2,359
-12% -$53.2K 0.07% 96
2024
Q1 		$453K Buy
20,287
+2,499
+14% +$57K 0.08% 94
2023
Q4 		$410K Buy
+17,788
New +$394K 0.08% 94

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 $11.9B 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 $564B AUM 30.12% 1-Year Est. Return
Lido Advisors
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