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 Q3	$479K	Buy	21,123 +888	+4%	+$20.4K	0.02%	475
2026 Q2	$469K	Buy	20,235 +1,512	+8%	+$35K	0.02%	473
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

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Integrated Advisors Network's IBDU Position: Q3 2026 in Review

Integrated Advisors Network increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.4% in Q3 2026, buying an estimated $20.4K and bringing the position to 21,123 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #475.

Integrated Advisors Network first reported a position in IBDU in Q4 2025 and has held it in 4 quarters since. 297 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Integrated Advisors Network held 21,123 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $479K as of Q3 2026.
Integrated Advisors Network bought 888 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $20.4K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of Integrated Advisors Network's portfolio in Q3 2026, its #475 holding.
Integrated Advisors Network first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
297 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.