Willis Johnson & Associates’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Willis Johnson & Associates’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	-10,860	Closed	-$254K	–	206
2025 Q4	$254K	Hold	10,860	–	–	0.02%	157
2025 Q3	$255K	Buy	+10,860	New	+$254K	0.02%	154
2025 Q2	–	Sell	-10,860	Closed	-$251K	–	174
2025 Q1	$251K	Buy	+10,860	New	+$249K	0.02%	134

Other funds holding IBDU

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

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

ACA

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

CAI

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Willis Johnson & Associates's IBDU Position: Q1 2026 in Review

Willis Johnson & Associates sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026, closing a stake of 10,860 shares — an estimated $254K sold.

Willis Johnson & Associates first reported a position in IBDU in Q1 2025 and held it in 3 quarters. The position peaked at $255K in Q3 2025. 384 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Willis Johnson & Associates reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
Willis Johnson & Associates sold 10,860 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $254K.
Willis Johnson & Associates first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and held it in 3 quarters.
Willis Johnson & Associates's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $255K in Q3 2025.
384 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.