Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$3.36M	Buy	144,615 +11,365	+9%	+$266K	0.33%	60
2025 Q4	$3.12M	Buy	133,250 +17,450	+15%	+$409K	0.41%	60
2025 Q3	$2.72M	Buy	115,800 +9,300	+9%	+$217K	0.38%	66
2025 Q2	$2.48M	Buy	106,500 +4,300	+4%	+$99.2K	0.37%	69
2025 Q1	$2.36M	Buy	102,200 +9,750	+11%	+$224K	0.37%	68
2024 Q4	$2.11M	Buy	92,450 +23,150	+33%	+$533K	0.33%	73
2024 Q3	$1.63M	Buy	69,300 +17,600	+34%	+$408K	0.26%	84
2024 Q2	$1.17M	Buy	51,700 +30,950	+149%	+$698K	0.21%	99
2024 Q1	$474K	Buy	+20,750	New	+$473K	0.08%	127

Other funds holding IBDU

Bank of America

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

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

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

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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