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RFP Financial Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

RFP Financial Group’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
2025
Q3 		– Sell
-15,152
Closed -$354K – 107
2025
Q2 		$354K Buy
+15,152
New +$349K 0.15% 77

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RFP Financial Group's IBDU Position: Q3 2025 in Review

RFP Financial Group sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2025, closing a stake of 15,152 shares — an estimated $354K sold.

RFP Financial Group first reported a position in IBDU in Q2 2025 and held it in 1 quarter. The position peaked at $354K in Q2 2025. 321 funds tracked by Wall St. Rank hold IBDU as of Q3 2025.

  • RFP Financial Group reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • RFP Financial Group sold 15,152 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2025, an estimated $354K.
  • RFP Financial Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and held it in 1 quarter.
  • RFP Financial Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $354K in Q2 2025.
  • 321 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2025.

Based on RFP Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.