StoneX Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

StoneX Group’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	–	Sell	-22,520	Closed	-$527K	–	1072
2025 Q4	$527K	Buy	22,520 +5,758	+34%	+$135K	0.02%	515
2025 Q3	$393K	Buy	16,762 +1,705	+11%	+$39.8K	0.02%	617
2025 Q2	$351K	Buy	15,057 +775	+5%	+$17.9K	0.02%	610
2025 Q1	$330K	Buy	+14,282	New	+$327K	0.02%	596

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

StoneX Group's IBDU Position: Q1 2026 in Review

StoneX Group sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026, closing a stake of 22,520 shares — an estimated $527K sold.

StoneX Group first reported a position in IBDU in Q1 2025 and held it in 4 quarters. The position peaked at $527K in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

StoneX Group reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
StoneX Group sold 22,520 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $527K.
StoneX Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and held it in 4 quarters.
StoneX Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $527K in Q4 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.