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

Integrated Advisors Network’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	$435K	Buy	18,723 +1,935	+12%	+$45.3K	0.02%	485
2025 Q4	$393K	Buy	+16,788	New	+$393K	0.02%	526

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 $6.84B AUM 17.28% 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

Integrated Advisors Network's IBDU Position: Q1 2026 in Review

Integrated Advisors Network increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 12% in Q1 2026, buying an estimated $45.3K and bringing the position to 18,723 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #485.

Integrated Advisors Network 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.

Integrated Advisors Network held 18,723 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $435K as of Q1 2026.
Integrated Advisors Network bought 1,935 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $45.3K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of Integrated Advisors Network's portfolio in Q1 2026, its #485 holding.
Integrated Advisors Network 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 Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.