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PFG Private Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

PFG Private Wealth Management’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 		– Sell
-342,582
Closed -$8.02M – 79
2025
Q4 		$8.02M Buy
+342,582
New +$8.03M 3.51% 11
2025
Q3 		– Sell
-317,423
Closed -$7.41M – 134
2025
Q2 		$7.41M Buy
317,423
+3,888
+1% +$89.7K 3.81% 12
2025
Q1 		$7.25M Buy
313,535
+4,358
+1% +$99.9K 3.92% 12
2024
Q4 		$7.05M Buy
309,177
+10,741
+4% +$247K 4.01% 8
2024
Q3 		$7.02M Buy
298,436
+6,109
+2% +$142K 4.07% 11
2024
Q2 		$6.63M Buy
292,327
+14,748
+5% +$333K 4.02% 10
2024
Q1 		$6.33M Sell
277,579
-313
-0.1% -$7.14K 3.99% 10
2023
Q4 		$6.41M Buy
277,892
+28,837
+12% +$639K 4.31% 12
2023
Q3 		$5.45M Sell
249,055
-78,306
-24% -$1.74M 4.05% 11
2023
Q2 		$7.35M Buy
327,361
+13,448
+4% +$305K 4.34% 11
2023
Q1 		$7.18M Buy
313,913
+1,642
+0.5% +$37.1K 4.57% 11
2022
Q4 		$6.92M Buy
312,271
+15,671
+5% +$345K 4.3% 12
2022
Q3 		$6.46M Buy
296,600
+84,762
+40% +$1.94M 4.24% 12
2022
Q2 		$4.84M Buy
211,838
+20,069
+10% +$467K 2.72% 18
2022
Q1 		$4.7M Buy
191,769
+12,544
+7% +$316K 2.41% 20
2021
Q4 		$4.72M Sell
179,225
-66,978
-27% -$1.77M 2.44% 19
2021
Q3 		$6.55M Buy
246,203
+16,886
+7% +$455K 3.83% 12
2021
Q2 		$6.15M Buy
229,317
+10,921
+5% +$289K 3.99% 12
2021
Q1 		$5.71M Buy
218,396
+21,745
+11% +$581K 3.93% 12
2020
Q4 		$5.41M Buy
196,651
+14,377
+8% +$391K 4.14% 9
2020
Q3 		$4.93M Buy
182,274
+14,369
+9% +$390K 4.3% 9
2020
Q2 		$4.49M Buy
167,905
+3,922
+2% +$101K 4.23% 9
2020
Q1 		$3.95M Buy
163,983
+548
+0.3% +$14K 4.26% 9
2019
Q4 		$4.17M Buy
+163,435
New +$4.16M 3.73% 8

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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 $80.9B AUM 26.08% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 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 $786B AUM 40.34% 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 $369B AUM 28.27% 1-Year Est. Return

PFG Private Wealth Management's IBDU Position: Q1 2026 in Review

PFG Private Wealth Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026, closing a stake of 342,582 shares — an estimated $8.02M sold.

PFG Private Wealth Management first reported a position in IBDU in Q4 2019 and held it in 24 quarters. The position peaked at $8.02M in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • PFG Private Wealth Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • PFG Private Wealth Management sold 342,582 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $8.02M.
  • PFG Private Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2019 and held it in 24 quarters.
  • PFG Private Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $8.02M in Q4 2025.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on PFG Private Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.