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Midland Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Midland Wealth Advisors’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 		$244K Buy
10,508
+422
+4% +$9.87K 0.01% 148
2025
Q4 		$236K Buy
+10,086
New +$236K 0.01% 154

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Midland Wealth Advisors's IBDU Position: Q1 2026 in Review

Midland Wealth Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.2% in Q1 2026, buying an estimated $9.87K and bringing the position to 10,508 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #148.

Midland Wealth Advisors first reported a position in IBDU in Q4 2025 and has held it in 2 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Midland Wealth Advisors held 10,508 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $244K as of Q1 2026.
  • Midland Wealth Advisors bought 422 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $9.87K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Midland Wealth Advisors's portfolio in Q1 2026, its #148 holding.
  • Midland Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.