IFP Advisors
IBDU icon

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

IFP 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
Q3 		$6.48M Buy
285,607
+12,632
+5% +$290K 0.11% 210
2026
Q2 		$6.32M Buy
272,975
+7,059
+3% +$164K 0.11% 195
2026
Q1 		$6.19M Buy
265,916
+29,483
+12% +$690K 0.13% 180
2025
Q4 		$5.53M Buy
236,433
+15,714
+7% +$368K 0.12% 174
2025
Q3 		$5.18M Sell
220,719
-9,514
-4% -$222K 0.13% 169
2025
Q2 		$5.37M Sell
230,233
-99
-0% -$2.28K 0.15% 145
2025
Q1 		$5.33M Buy
230,332
+31,981
+16% +$733K 0.16% 136
2024
Q4 		$4.52M Buy
198,351
+99,770
+101% +$2.3M 0.15% 150
2024
Q3 		$2.32M Buy
98,581
+151
+0.2% +$3.5K 0.08% 268
2024
Q2 		$2.23M Buy
98,430
+1,630
+2% +$36.8K 0.09% 240
2024
Q1 		$2.21M Buy
96,800
+8,753
+10% +$200K 0.1% 228
2023
Q4 		$2.03M Buy
88,047
+85,409
+3,238% +$1.89M 0.1% 232
2023
Q3 		$57.8K Sell
2,638
-294
-10% -$6.54K ﹤0.01% 1492
2023
Q2 		$65.8K Buy
2,932
+215
+8% +$4.87K ﹤0.01% 1496
2023
Q1 		$68.3K Buy
2,717
+56
+2% +$1.27K ﹤0.01% 1424
2022
Q4 		$67K Buy
+2,661
New +$58.6K ﹤0.01% 2023

Other funds holding IBDU

Shufro Rose & Co
Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Summitry LLC
Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

IFP Advisors's IBDU Position: Q3 2026 in Review

IFP Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.6% in Q3 2026, buying an estimated $290K and bringing the position to 285,607 shares worth $6.48M. The position accounts for 0.11% of the portfolio, ranked #210.

IFP Advisors first reported a position in IBDU in Q4 2022 and has held it in 16 quarters since. 375 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • IFP Advisors held 285,607 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $6.48M as of Q3 2026.
  • IFP Advisors bought 12,632 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $290K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.11% of IFP Advisors's portfolio in Q3 2026, its #210 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2022 and has held it in 16 quarters since.
  • 375 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.