Hobbs Group Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Hobbs Group 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	–	Sell	-24,552	Closed	-$575K	–	163
2025 Q4	$575K	Buy	+24,552	New	+$575K	0.17%	90

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hobbs Group Advisors's IBDU Position: Q1 2026 in Review

Hobbs Group Advisors sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026, closing a stake of 24,552 shares — an estimated $575K sold.

Hobbs Group Advisors first reported a position in IBDU in Q4 2025 and held it in 1 quarter. The position peaked at $575K in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Hobbs Group Advisors reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Hobbs Group Advisors sold 24,552 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $575K.
Hobbs Group Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
Hobbs Group Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $575K in Q4 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Hobbs Group Advisors's 13F filing for Q1 2026, filed 20 May 2026.