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

Ritholtz 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 		$244K Buy
+10,477
New +$245K ﹤0.01% 1065
2025
Q4 		– Sell
-8,775
Closed -$206K – 1145
2025
Q3 		$206K Sell
8,775
-7,550
-46% -$176K ﹤0.01% 969
2025
Q2 		$381K Sell
16,325
-900
-5% -$20.8K 0.01% 720
2025
Q1 		$398K Hold
17,225
– – 0.01% 653
2024
Q4 		$393K Hold
17,225
– – 0.01% 631
2024
Q3 		$405K Hold
17,225
– – 0.01% 624
2024
Q2 		$390K Hold
17,225
– – 0.01% 591
2024
Q1 		$393K Buy
17,225
+1,500
+10% +$34.2K 0.01% 572
2023
Q4 		$363K Hold
15,725
– – 0.01% 558
2023
Q3 		$344K Buy
15,725
+5,725
+57% +$127K 0.02% 525
2023
Q2 		$225K Buy
+10,000
New +$227K 0.01% 602

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 $12.7B 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 $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return