Logan Capital Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Logan Capital Management’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
2025 Q4	–	Sell	-293	Closed	-$6.88K	–	357
2025 Q3	$6.88K	Buy	293 +24	+9%	+$561	﹤0.01%	364
2025 Q2	$6.28K	Hold	269	–	–	﹤0.01%	362
2025 Q1	$6.22K	Hold	269	–	–	﹤0.01%	444
2024 Q4	$6.13K	Hold	269	–	–	﹤0.01%	422
2024 Q3	$6.32K	Buy	+269	New	+$6.24K	﹤0.01%	415

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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 $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Logan Capital Management's IBDU Position: Q4 2025 in Review

Logan Capital Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2025, closing a stake of 293 shares — an estimated $6.88K sold.

Logan Capital Management first reported a position in IBDU in Q3 2024 and held it in 5 quarters. The position peaked at $6.88K in Q3 2025. 356 funds tracked by Wall St. Rank hold IBDU as of Q4 2025.

Logan Capital Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 293 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2025, an estimated $6.88K.
Logan Capital Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and held it in 5 quarters.
Logan Capital Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $6.88K in Q3 2025.
356 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.