JIR
IBDU icon

James Investment Research’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

James Investment Research’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 		$512K Sell
22,010
-4,330
-16% -$101K 0.06% 251
2025
Q4 		$616K Sell
26,340
-1,000
-4% -$23.4K 0.07% 218
2025
Q3 		$642K Hold
27,340
– – 0.07% 210
2025
Q2 		$638K Hold
27,340
– – 0.08% 194
2025
Q1 		$632K Hold
27,340
– – 0.08% 188
2024
Q4 		$623K Hold
27,340
– – 0.07% 192
2024
Q3 		$643K Hold
27,340
– – 0.07% 193
2024
Q2 		$620K Hold
27,340
– – 0.07% 196
2024
Q1 		$624K Buy
27,340
+3,500
+15% +$79.9K 0.07% 192
2023
Q4 		$550K Buy
+23,840
New +$528K 0.07% 194

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Mercer Global Advisors
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return