JBA
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Johnson Bixby & Associates’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Johnson Bixby & Associates’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 		$329K Buy
14,133
+106
+0.8% +$2.48K 0.04% 97
2025
Q4 		$328K Buy
14,027
+215
+2% +$5.04K 0.04% 95
2025
Q3 		$324K Buy
13,812
+159
+1% +$3.71K 0.04% 94
2025
Q2 		$319K Sell
13,653
-1,875
-12% -$43.2K 0.04% 93
2025
Q1 		$359K Buy
15,528
+122
+0.8% +$2.8K 0.05% 81
2024
Q4 		$351K Buy
15,406
+243
+2% +$5.6K 0.05% 81
2024
Q3 		$356K Buy
15,163
+179
+1% +$4.15K 0.05% 81
2024
Q2 		$340K Buy
14,984
+2,454
+20% +$55.4K 0.06% 80
2024
Q1 		$286K Buy
+12,530
New +$286K 0.05% 93

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