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Oppenheimer & Co’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Oppenheimer & Co’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 		$1.1M Buy
+47,351
New +$1.11M 0.01% 823
2025
Q4 		– Sell
-43,471
Closed -$1.02M – 1661
2025
Q3 		$1.02M Buy
43,471
+2,293
+6% +$53.6K 0.01% 876
2025
Q2 		$961K Buy
41,178
+1,127
+3% +$26K 0.01% 873
2025
Q1 		$926K Buy
40,051
+4,172
+12% +$95.7K 0.01% 839
2024
Q4 		$818K Buy
35,879
+9,207
+35% +$212K 0.01% 879
2024
Q3 		$627K Buy
+26,672
New +$618K 0.01% 957

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 $11.9B 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 $564B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return