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

MONECO 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	$2.8M	Buy	120,459 +13,915	+13%	+$326K	0.22%	106
2025 Q4	$2.49M	Buy	106,544 +4,616	+5%	+$108K	0.2%	112
2025 Q3	$2.39M	Buy	101,928 +2,558	+3%	+$59.7K	0.2%	107
2025 Q2	$2.32M	Buy	99,370 +331	+0.3%	+$7.63K	0.22%	106
2025 Q1	$2.29M	Buy	99,039 +1,672	+2%	+$38.3K	0.24%	94
2024 Q4	$2.22M	Buy	97,367 +4,512	+5%	+$104K	0.23%	101
2024 Q3	$2.18M	Buy	92,855 +56,827	+158%	+$1.32M	0.27%	100
2024 Q2	$817K	Buy	36,028 +3,204	+10%	+$72.3K	0.12%	167
2024 Q1	$749K	Buy	32,824 +23,019	+235%	+$525K	0.12%	189
2023 Q4	$226K	Buy	+9,805	New	+$217K	0.04%	343

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 $6.8B AUM 26.96% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MONECO Advisors's IBDU Position: Q1 2026 in Review

MONECO Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 13% in Q1 2026, buying an estimated $326K and bringing the position to 120,459 shares worth $2.8M. The position accounts for 0.22% of the portfolio, ranked #106.

MONECO Advisors first reported a position in IBDU in Q4 2023 and has held it in 10 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

MONECO Advisors held 120,459 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.8M as of Q1 2026.
MONECO Advisors bought 13,915 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $326K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.22% of MONECO Advisors's portfolio in Q1 2026, its #106 holding.
MONECO Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.