Thoroughbred Financial Services’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Thoroughbred Financial Services’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	$613K	Sell	26,369 -1,115	-4%	-$26.1K	0.04%	352
2025 Q4	$643K	Buy	27,484 +309	+1%	+$7.24K	0.04%	342
2025 Q3	$637K	Buy	27,175 +4,579	+20%	+$107K	0.04%	343
2025 Q2	$527K	Sell	22,596 -3,997	-15%	-$92.2K	0.04%	363
2025 Q1	$615K	Buy	26,593 +15,228	+134%	+$349K	0.04%	376
2024 Q4	$259K	Buy	11,365 +118	+1%	+$2.72K	0.02%	583
2024 Q3	$264K	Sell	11,247 -1,384	-11%	-$32.1K	0.02%	549
2024 Q2	$286K	Buy	+12,631	New	+$285K	0.02%	513

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

Thoroughbred Financial Services's IBDU Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.1% in Q1 2026, selling an estimated $26.1K and leaving 26,369 shares worth $613K. The position accounts for 0.04% of the portfolio, ranked #352.

Thoroughbred Financial Services first reported a position in IBDU in Q2 2024 and has held it in 8 quarters since. The position peaked at $643K in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Thoroughbred Financial Services held 26,369 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $613K as of Q1 2026.
Thoroughbred Financial Services sold 1,115 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $26.1K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of Thoroughbred Financial Services's portfolio in Q1 2026, its #352 holding.
Thoroughbred Financial Services first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
Thoroughbred Financial Services's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $643K in Q4 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.