Lugano Financial Advisors SA (LFA)’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$3.5M	Buy	151,643 +130	+0.1%	+$3.04K	1.78%	13
2025 Q4	$3.55M	Sell	151,513 -5,530	-4%	-$130K	1.83%	12
2025 Q3	$3.67M	Buy	157,043 +742	+0.5%	+$17.3K	1.94%	13
2025 Q2	$3.62M	Buy	156,301 +12,328	+9%	+$284K	2.14%	12
2025 Q1	$3.33M	Sell	143,973 -13,626	-9%	-$312K	2.26%	14
2024 Q4	$3.59M	Sell	157,599 -3,380	-2%	-$77.9K	2.35%	15
2024 Q3	$3.78M	Buy	160,979 +6,881	+4%	+$159K	2.57%	14
2024 Q2	$3.49M	Buy	154,098 +19,554	+15%	+$441K	2.66%	11
2024 Q1	$3.07M	Buy	134,544 +65,643	+95%	+$1.5M	2.24%	15
2023 Q4	$1.59M	Buy	+68,901	New	+$1.53M	1.25%	24

Other funds holding IBDU

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

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 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 $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Lugano Financial Advisors SA (LFA)'s IBDU Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.09% in Q1 2026, buying an estimated $3.04K and bringing the position to 151,643 shares worth $3.5M. The position accounts for 1.78% of the portfolio, ranked #13.

Lugano Financial Advisors SA (LFA) first reported a position in IBDU in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.78M in Q3 2024. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 151,643 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.5M as of Q1 2026.
Lugano Financial Advisors SA (LFA) bought 130 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $3.04K.
iShares iBonds Dec 2029 Term Corporate ETF made up 1.78% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #13 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares iBonds Dec 2029 Term Corporate ETF position peaked at $3.78M in Q3 2024.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.