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Sabal Trust’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Sabal Trust’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
Q1 		$4.58M Buy
198,111
+22,417
+13% +$514K 0.25% 70
2024
Q4 		$4.01M Buy
175,694
+42,138
+32% +$971K 0.23% 73
2024
Q3 		$3.14M Buy
133,556
+57,097
+75% +$1.32M 0.17% 77
2024
Q2 		$1.73M Buy
+76,459
New +$1.72M 0.1% 93

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sabal Trust's IBDU Position: Q1 2025 in Review

Sabal Trust increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 13% in Q1 2025, buying an estimated $514K and bringing the position to 198,111 shares worth $4.58M. The position accounts for 0.25% of the portfolio, ranked #70.

Sabal Trust first reported a position in IBDU in Q2 2024 and has held it in 4 quarters since. 279 funds tracked by Wall St. Rank hold IBDU as of Q1 2025.

  • Sabal Trust held 198,111 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.58M as of Q1 2025.
  • Sabal Trust bought 22,417 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2025, an estimated $514K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.25% of Sabal Trust's portfolio in Q1 2025, its #70 holding.
  • Sabal Trust first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 4 quarters since.
  • 279 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.