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MLP3 LLC’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

MLP3 LLC’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 		$273K Buy
11,750
+1,498
+15% +$35K 0.3% 70
2025
Q4 		$240K Buy
+10,252
New +$240K 0.26% 73

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MLP3 LLC's IBDU Position: Q1 2026 in Review

MLP3 LLC increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 15% in Q1 2026, buying an estimated $35K and bringing the position to 11,750 shares worth $273K. The position accounts for 0.3% of the portfolio, ranked #70.

MLP3 LLC 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.

  • MLP3 LLC held 11,750 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $273K as of Q1 2026.
  • MLP3 LLC bought 1,498 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $35K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.3% of MLP3 LLC's portfolio in Q1 2026, its #70 holding.
  • MLP3 LLC 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 MLP3 LLC's 13F filing for Q1 2026, filed 13 Apr 2026.