WrapManager Inc’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

WrapManager Inc’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	$1.94M	Buy	83,449 +1,854	+2%	+$43.4K	0.67%	34
2025 Q4	$1.91M	Sell	81,595 -17,903	-18%	-$420K	0.65%	37
2025 Q3	$2.34M	Sell	99,498 -49,003	-33%	-$1.14M	0.72%	35
2025 Q2	$3.46M	Buy	148,501 +2,850	+2%	+$65.7K	0.84%	30
2025 Q1	$3.37M	Buy	145,651 +3,956	+3%	+$90.7K	0.89%	30
2024 Q4	$3.23M	Buy	141,695 +5,834	+4%	+$134K	0.83%	34
2024 Q3	$3.19M	Buy	135,861 +7,396	+6%	+$171K	0.83%	31
2024 Q2	$2.91M	Buy	128,465 +16,096	+14%	+$363K	0.8%	31
2024 Q1	$2.56M	Buy	112,369 +6,571	+6%	+$150K	0.71%	35
2023 Q4	$2.44M	Buy	105,798 +7,244	+7%	+$161K	0.72%	34
2023 Q3	$2.16M	Buy	98,554 +8,722	+10%	+$194K	0.69%	39
2023 Q2	$2.02M	Buy	89,832 +1,301	+1%	+$29.5K	0.62%	43
2023 Q1	$2.03M	Buy	88,531 +19,930	+29%	+$450K	0.62%	41
2022 Q4	$1.52M	Sell	68,601 -11,030	-14%	-$243K	0.49%	50
2022 Q3	$1.74M	Buy	79,631 +5,712	+8%	+$131K	0.59%	41
2022 Q2	$1.69M	Sell	73,919 -1,306	-2%	-$30.4K	0.53%	47
2022 Q1	$1.84M	Buy	75,225 +129	+0.2%	+$3.25K	0.49%	45
2021 Q4	$1.98M	Buy	+75,096	New	+$1.98M	0.49%	47

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

WrapManager Inc's IBDU Position: Q1 2026 in Review

WrapManager Inc increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.3% in Q1 2026, buying an estimated $43.4K and bringing the position to 83,449 shares worth $1.94M. The position accounts for 0.67% of the portfolio, ranked #34.

WrapManager Inc first reported a position in IBDU in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.46M in Q2 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

WrapManager Inc held 83,449 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.94M as of Q1 2026.
WrapManager Inc bought 1,854 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $43.4K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.67% of WrapManager Inc's portfolio in Q1 2026, its #34 holding.
WrapManager Inc first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2021 and has held it in 18 quarters since.
WrapManager Inc's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $3.46M in Q2 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on WrapManager Inc's 13F filing for Q1 2026, filed 11 May 2026.