Woodley Farra Manion Portfolio Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Woodley Farra Manion Portfolio Management’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	$1.86M	Buy	80,114 +29,617	+59%	+$693K	0.09%	65
2025 Q4	$1.18M	Buy	50,497 +40,641	+412%	+$952K	0.06%	66
2025 Q3	$231K	Buy	+9,856	New	+$230K	0.01%	109

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 $6.8B AUM 26.96% 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

Woodley Farra Manion Portfolio Management's IBDU Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 59% in Q1 2026, buying an estimated $693K and bringing the position to 80,114 shares worth $1.86M. The position accounts for 0.09% of the portfolio, ranked #65.

Woodley Farra Manion Portfolio Management first reported a position in IBDU in Q3 2025 and has held it in 3 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Woodley Farra Manion Portfolio Management held 80,114 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.86M as of Q1 2026.
Woodley Farra Manion Portfolio Management bought 29,617 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $693K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.09% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #65 holding.
Woodley Farra Manion Portfolio Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.