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Larson Financial Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Larson Financial Group’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 		$58.7K Buy
2,522
+15
+0.6% +$351 ﹤0.01% 1267
2025
Q4 		$58.7K Sell
2,507
-214
-8% -$5.01K ﹤0.01% 1160
2025
Q3 		$63.9K Buy
2,721
+1
+0% +$23 ﹤0.01% 1060
2025
Q2 		$63.4K Sell
2,720
-1,538
-36% -$35.5K ﹤0.01% 984
2025
Q1 		$98.5K Buy
+4,258
New +$97.6K ﹤0.01% 802

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 $12.7B 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 $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Larson Financial Group's IBDU Position: Q1 2026 in Review

Larson Financial Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.6% in Q1 2026, buying an estimated $351 and bringing the position to 2,522 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Larson Financial Group first reported a position in IBDU in Q1 2025 and has held it in 5 quarters since. The position peaked at $98.5K in Q1 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Larson Financial Group held 2,522 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $58.7K as of Q1 2026.
  • Larson Financial Group bought 15 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $351.
  • iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1267 holding.
  • Larson Financial Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • Larson Financial Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $98.5K in Q1 2025.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.