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

Prime Capital 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	–	Sell	-13,979	Closed	-$327K	–	1081
2025 Q4	$327K	Buy	13,979 +2,373	+20%	+$55.6K	﹤0.01%	783
2025 Q3	$272K	Buy	+11,606	New	+$271K	﹤0.01%	830

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Denver, Colorado $80B AUM 26.12% 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Prime Capital Investment Advisors's IBDU Position: Q1 2026 in Review

Prime Capital Investment Advisors sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026, closing a stake of 13,979 shares — an estimated $327K sold.

Prime Capital Investment Advisors first reported a position in IBDU in Q3 2025 and held it in 2 quarters. The position peaked at $327K in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Prime Capital Investment Advisors reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Prime Capital Investment Advisors sold 13,979 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $327K.
Prime Capital Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and held it in 2 quarters.
Prime Capital Investment Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $327K in Q4 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

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