Heartland Bank & Trust’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Heartland Bank & 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	$3.45M	Buy	148,493 +118,889	+402%	+$2.78M	0.78%	27
2025 Q4	$693K	Buy	29,604 +10,886	+58%	+$255K	0.29%	77
2025 Q3	$439K	Buy	18,718 +2,627	+16%	+$61.4K	0.18%	111
2025 Q2	$375K	Buy	16,091 +5,516	+52%	+$127K	0.18%	122
2025 Q1	$245K	Buy	+10,575	New	+$242K	0.13%	152

Other funds holding IBDU

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

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 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 $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Heartland Bank & Trust's IBDU Position: Q1 2026 in Review

Heartland Bank & Trust increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 402% in Q1 2026, buying an estimated $2.78M and bringing the position to 148,493 shares worth $3.45M. The position accounts for 0.78% of the portfolio, ranked #27.

Heartland Bank & Trust first reported a position in IBDU in Q1 2025 and has held it in 5 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Heartland Bank & Trust held 148,493 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.45M as of Q1 2026.
Heartland Bank & Trust bought 118,889 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $2.78M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.78% of Heartland Bank & Trust's portfolio in Q1 2026, its #27 holding.
Heartland Bank & Trust first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.