McIlrath & Eck’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

McIlrath & Eck’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	$227K	Buy	9,752 +2,707	+38%	+$63.3K	0.02%	229
2025 Q4	$165K	Buy	7,045 +4,393	+166%	+$103K	0.02%	185
2025 Q3	$62.2K	Buy	2,652 +31	+1%	+$724	0.01%	278
2025 Q2	$61.1K	Buy	+2,621	New	+$60.5K	0.01%	276

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

McIlrath & Eck's IBDU Position: Q1 2026 in Review

McIlrath & Eck increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 38% in Q1 2026, buying an estimated $63.3K and bringing the position to 9,752 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #229.

McIlrath & Eck first reported a position in IBDU in Q2 2025 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

McIlrath & Eck held 9,752 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $227K as of Q1 2026.
McIlrath & Eck bought 2,707 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $63.3K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of McIlrath & Eck's portfolio in Q1 2026, its #229 holding.
McIlrath & Eck first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.