Robbins Farley’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Robbins Farley’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	$432K	Buy	18,593 +2,150	+13%	+$50.3K	0.19%	55
2025 Q4	$385K	Buy	16,443 +8,281	+101%	+$194K	0.17%	55
2025 Q3	$192K	Buy	8,162 +3,837	+89%	+$89.6K	0.08%	62
2025 Q2	$101K	Buy	+4,325	New	+$99.8K	0.05%	67

Other funds holding IBDU

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

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Robbins Farley's IBDU Position: Q1 2026 in Review

Robbins Farley increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 13% in Q1 2026, buying an estimated $50.3K and bringing the position to 18,593 shares worth $432K. The position accounts for 0.19% of the portfolio, ranked #55.

Robbins Farley first reported a position in IBDU in Q2 2025 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Robbins Farley held 18,593 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $432K as of Q1 2026.
Robbins Farley bought 2,150 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $50.3K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.19% of Robbins Farley's portfolio in Q1 2026, its #55 holding.
Robbins Farley first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Robbins Farley's 13F filing for Q1 2026, filed 17 Apr 2026.