MML Investors Services
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MML Investors Services’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

MML Investors Services’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
Q2 		$3.84M Buy
165,755
+38,027
+30% +$881K 0.01% 1140
2026
Q1 		$2.97M Buy
127,728
+115,068
+909% +$2.69M 0.01% 1096
2025
Q4 		$296K Buy
12,660
+2,980
+31% +$69.8K ﹤0.01% 2636
2025
Q3 		$227K Sell
9,680
-6,460
-40% -$151K ﹤0.01% 2700
2025
Q2 		$377K Sell
16,140
-11,076
-41% -$255K ﹤0.01% 2277
2025
Q1 		$630K Buy
27,216
+492
+2% +$11.3K ﹤0.01% 1855
2024
Q4 		$609K Buy
26,724
+757
+3% +$17.4K ﹤0.01% 1818
2024
Q3 		$610K Buy
25,967
+1,950
+8% +$45.2K ﹤0.01% 1741
2024
Q2 		$544K Sell
24,017
-1
-0% -$23 ﹤0.01% 1734
2024
Q1 		$548K Sell
24,018
-599
-2% -$13.7K ﹤0.01% 1745
2023
Q4 		$568K Sell
24,617
-4,612
-16% -$102K ﹤0.01% 1679
2023
Q3 		$640K Sell
29,229
-4,344
-13% -$96.6K ﹤0.01% 1485
2023
Q2 		$754K Buy
+33,573
New +$761K ﹤0.01% 1385

Other funds holding IBDU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

MML Investors Services's IBDU Position: Q2 2026 in Review

MML Investors Services increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 30% in Q2 2026, buying an estimated $881K and bringing the position to 165,755 shares worth $3.84M. The position accounts for 0.01% of the portfolio, ranked #1140.

MML Investors Services first reported a position in IBDU in Q2 2023 and has held it in 13 quarters since. 268 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • MML Investors Services held 165,755 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.84M as of Q2 2026.
  • MML Investors Services bought 38,027 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $881K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1140 holding.
  • MML Investors Services first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
  • 268 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.