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Great Valley Advisor Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Great Valley Advisor 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 		$588K Buy
25,263
+4,025
+19% +$94.2K 0.01% 638
2025
Q4 		$497K Buy
+21,238
New +$498K 0.01% 632

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 $6.8B AUM 26.96% 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

Great Valley Advisor Group's IBDU Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 19% in Q1 2026, buying an estimated $94.2K and bringing the position to 25,263 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #638.

Great Valley Advisor Group first reported a position in IBDU in Q4 2025 and has held it in 2 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Great Valley Advisor Group held 25,263 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $588K as of Q1 2026.
  • Great Valley Advisor Group bought 4,025 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $94.2K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #638 holding.
  • Great Valley Advisor Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.