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

Mutual 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	$415K	Sell	17,840 -128	-0.7%	-$2.99K	0.01%	973
2025 Q4	$421K	Buy	17,968 +64	+0.4%	+$1.5K	0.01%	949
2025 Q3	$421K	Sell	17,904 -7,048	-28%	-$165K	0.01%	929
2025 Q2	$581K	Sell	24,952 -6,092	-20%	-$141K	0.01%	715
2025 Q1	$718K	Sell	31,044 -25,289	-45%	-$580K	0.02%	570
2024 Q4	$1.29M	Sell	56,333 -2,367	-4%	-$54.5K	0.04%	401
2024 Q3	$1.36M	Sell	58,700 -18,162	-24%	-$421K	0.04%	382
2024 Q2	$1.77M	Sell	76,862 -16,339	-18%	-$369K	0.05%	304
2024 Q1	$2.13M	Buy	93,201 +748	+0.8%	+$17.1K	0.07%	260
2023 Q4	$2.13M	Buy	92,453 +5,681	+7%	+$126K	0.07%	251
2023 Q3	$1.9M	Buy	+86,772	New	+$1.93M	0.07%	259

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 $6.22B AUM 22.28% 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

Mutual Advisors's IBDU Position: Q1 2026 in Review

Mutual Advisors reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.71% in Q1 2026, selling an estimated $2.99K and leaving 17,840 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #973.

Mutual Advisors first reported a position in IBDU in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.13M in Q4 2023. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Mutual Advisors held 17,840 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $415K as of Q1 2026.
Mutual Advisors sold 128 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $2.99K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #973 holding.
Mutual Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
Mutual Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $2.13M in Q4 2023.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.