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Marble Harbor Investment Counsel’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Marble Harbor Investment Counsel’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
2024
Q4 		– Sell
-26,600
Closed -$625K – 213
2024
Q3 		$625K Buy
+26,600
New +$617K 0.07% 117

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marble Harbor Investment Counsel's IBDU Position: Q4 2024 in Review

Marble Harbor Investment Counsel sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2024, closing a stake of 26,600 shares — an estimated $625K sold.

Marble Harbor Investment Counsel first reported a position in IBDU in Q3 2024 and held it in 1 quarter. The position peaked at $625K in Q3 2024. 257 funds tracked by Wall St. Rank hold IBDU as of Q4 2024.

  • Marble Harbor Investment Counsel reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Marble Harbor Investment Counsel sold 26,600 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2024, an estimated $625K.
  • Marble Harbor Investment Counsel first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Marble Harbor Investment Counsel's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $625K in Q3 2024.
  • 257 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2024.

Based on Marble Harbor Investment Counsel's 13F filing for Q4 2024, filed 7 Feb 2025.