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Retirement Income Solutions’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Retirement Income Solutions’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
-8,548
Closed -$200K – 177
2025
Q4 		$200K Buy
+8,548
New +$200K 0.03% 168

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CAI
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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

Retirement Income Solutions's IBDU Position: Q1 2026 in Review

Retirement Income Solutions sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026, closing a stake of 8,548 shares — an estimated $200K sold.

Retirement Income Solutions first reported a position in IBDU in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 384 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Retirement Income Solutions reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Income Solutions sold 8,548 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $200K.
  • Retirement Income Solutions first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • Retirement Income Solutions's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $200K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.