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

OneDigital Investment 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	$5.74M	Buy	246,980 +903	+0.4%	+$21.1K	0.06%	259
2025 Q4	$5.76M	Buy	+246,077	New	+$5.77M	0.06%	250

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

OneDigital Investment Advisors's IBDU Position: Q1 2026 in Review

OneDigital Investment Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.37% in Q1 2026, buying an estimated $21.1K and bringing the position to 246,980 shares worth $5.74M. The position accounts for 0.06% of the portfolio, ranked #259.

OneDigital Investment Advisors first reported a position in IBDU in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.76M in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

OneDigital Investment Advisors held 246,980 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $5.74M as of Q1 2026.
OneDigital Investment Advisors bought 903 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $21.1K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.06% of OneDigital Investment Advisors's portfolio in Q1 2026, its #259 holding.
OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
OneDigital Investment Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $5.76M in Q4 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

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