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NWAM LLC’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

NWAM LLC’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 		$265K Buy
11,375
+67
+0.6% +$1.57K 0.02% 533
2025
Q4 		$265K Buy
11,308
+104
+0.9% +$2.44K 0.01% 531
2025
Q3 		$264K Buy
11,204
+101
+0.9% +$2.36K 0.01% 551
2025
Q2 		$258K Buy
+11,103
New +$256K 0.02% 540

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 $6.22B AUM 22.28% 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 $6.84B AUM 17.28% 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 $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NWAM LLC's IBDU Position: Q1 2026 in Review

NWAM LLC increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.59% in Q1 2026, buying an estimated $1.57K and bringing the position to 11,375 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #533.

NWAM LLC first reported a position in IBDU in Q2 2025 and has held it in 4 quarters since. The position peaked at $265K in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • NWAM LLC held 11,375 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $265K as of Q1 2026.
  • NWAM LLC bought 67 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $1.57K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of NWAM LLC's portfolio in Q1 2026, its #533 holding.
  • NWAM LLC first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • NWAM LLC's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $265K in Q4 2025.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.