Scotia Capital’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Scotia Capital’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 Q3	$218K	Buy	9,600 +700	+8%	+$16.1K	﹤0.01%	895
2026 Q2	$206K	Hold	8,900	–	–	﹤0.01%	854
2026 Q1	$207K	Hold	8,900	–	–	﹤0.01%	850
2025 Q4	$208K	Hold	8,900	–	–	﹤0.01%	841
2025 Q3	$209K	Hold	8,900	–	–	﹤0.01%	842
2025 Q2	$208K	Sell	8,900 -1,700	-16%	-$39.2K	﹤0.01%	794
2025 Q1	$245K	Hold	10,600	–	–	﹤0.01%	738
2024 Q4	$242K	Buy	+10,600	New	+$244K	﹤0.01%	754
2024 Q3	–	Sell	-10,600	Closed	-$240K	–	866
2024 Q2	$240K	Hold	10,600	–	–	﹤0.01%	724
2024 Q1	$242K	Hold	10,600	–	–	﹤0.01%	729
2023 Q4	$245K	Buy	+10,600	New	+$235K	﹤0.01%	700

Other funds holding IBDU

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Scotia Capital's IBDU Position: Q3 2026 in Review

Scotia Capital increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 7.9% in Q3 2026, buying an estimated $16.1K and bringing the position to 9,600 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Scotia Capital first reported a position in IBDU in Q4 2023 and has held it in 11 quarters since. The position peaked at $245K in Q1 2025. 375 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Scotia Capital held 9,600 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $218K as of Q3 2026.
Scotia Capital bought 700 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $16.1K.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Scotia Capital's portfolio in Q3 2026, its #895 holding.
Scotia Capital first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Scotia Capital's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $245K in Q1 2025.
375 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Scotia Capital's 13F filing for Q3 2026, filed 10 Nov 2026.