Stephens Consulting’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Stephens Consulting’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 Q4	$37.1K	Buy	+1,583	New	+$37.1K	0.01%	157

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stephens Consulting's IBDU Position: Q4 2025 in Review

Stephens Consulting opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2025: 1,583 shares worth $37.1K. The stake represents 0.01% of the portfolio and ranks #157 among its holdings.

356 funds tracked by Wall St. Rank hold IBDU as of Q4 2025.

Stephens Consulting held 1,583 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $37.1K as of Q4 2025.
iShares iBonds Dec 2029 Term Corporate ETF was a new Stephens Consulting position in Q4 2025.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #157 holding.
356 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.