Moors & Cabot’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Moors & Cabot’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 Q3	$509K	Buy	22,427 +1,074	+5%	+$24.7K	0.02%	565
2026 Q2	$495K	Buy	21,353 +115	+0.5%	+$2.67K	0.02%	569
2026 Q1	$494K	Buy	21,238 +2,328	+12%	+$54.5K	0.02%	555
2025 Q4	$443K	Buy	18,910 +3,998	+27%	+$93.7K	0.02%	576
2025 Q3	$350K	Buy	14,912 +2,990	+25%	+$69.8K	0.02%	627
2025 Q2	$278K	Buy	11,922 +1,333	+13%	+$30.7K	0.01%	680
2025 Q1	$245K	Buy	+10,589	New	+$243K	0.01%	715

Other funds holding IBDU

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Moors & Cabot's IBDU Position: Q3 2026 in Review

Moors & Cabot increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 5% in Q3 2026, buying an estimated $24.7K and bringing the position to 22,427 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #565.

Moors & Cabot first reported a position in IBDU in Q1 2025 and has held it in 7 quarters since. 285 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Moors & Cabot held 22,427 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $509K as of Q3 2026.
Moors & Cabot bought 1,074 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $24.7K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of Moors & Cabot's portfolio in Q3 2026, its #565 holding.
Moors & Cabot first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
285 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.