MC
IBDU icon

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
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

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 $6.8B AUM 26.96% 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 $7.59B AUM 23.38% 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 $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Moors & Cabot's IBDU Position: Q1 2026 in Review

Moors & Cabot increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 12% in Q1 2026, buying an estimated $54.5K and bringing the position to 21,238 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #555.

Moors & Cabot first reported a position in IBDU in Q1 2025 and has held it in 5 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Moors & Cabot held 21,238 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $494K as of Q1 2026.
  • Moors & Cabot bought 2,328 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $54.5K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of Moors & Cabot's portfolio in Q1 2026, its #555 holding.
  • Moors & Cabot first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.