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LHC
Little House Capital’s
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
Stock Holding History
Little House Capital’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
$917K
Sell
39,443
-5,924
-13%
-$139K
0.24%
83
2025
Q4
$1.06M
Sell
45,367
-5,258
-10%
-$123K
0.27%
82
2025
Q3
$1.19M
Buy
50,625
+1,018
+2%
+$23.8K
0.27%
73
2025
Q2
$1.16M
Sell
49,607
-227
-0.5%
-$5.24K
0.29%
76
2025
Q1
$1.15M
Buy
49,834
+1,380
+3%
+$31.6K
0.32%
74
2024
Q4
$1.1M
Sell
48,454
-6,024
-11%
-$139K
0.32%
63
2024
Q3
$1.28M
Buy
54,478
+2,262
+4%
+$52.4K
0.37%
62
2024
Q2
$1.18M
Buy
+52,216
New
+$1.18M
0.37%
63
2024
Q1
–
Sell
-54,500
Closed
-$1.26M
–
132
2023
Q4
$1.26M
Buy
54,500
+864
+2%
+$19.1K
0.46%
59
2023
Q3
$1.17M
Buy
53,636
+5,404
+11%
+$120K
0.48%
61
2023
Q2
$1.08M
Buy
48,232
+2,121
+5%
+$48.1K
0.46%
62
2023
Q1
$1.06M
Buy
46,111
+1,756
+4%
+$39.7K
0.5%
58
2022
Q4
$983K
Buy
44,355
+4,398
+11%
+$96.9K
0.49%
55
2022
Q3
$871K
Buy
39,957
+3,013
+8%
+$69K
0.46%
60
2022
Q2
$844K
Buy
36,944
+12,799
+53%
+$298K
0.45%
62
2022
Q1
$592K
Sell
24,145
-4,012
-14%
-$101K
0.3%
89
2021
Q4
$741K
Sell
28,157
-478
-2%
-$12.6K
0.39%
74
2021
Q3
$762K
Sell
28,635
-585
-2%
-$15.8K
0.45%
64
2021
Q2
$784K
Buy
+29,220
New
+$773K
0.42%
71
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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
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
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
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
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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