BOLTON SECURITIES CORPORATION’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

BOLTON SECURITIES CORPORATION’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	$1.06M	Buy	+45,770	New	+$1.07M	0.05%	357

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

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

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

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

BOLTON SECURITIES CORPORATION's IBDU Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2026: 45,770 shares worth $1.06M. The stake represents 0.05% of the portfolio and ranks #357 among its holdings.

387 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

BOLTON SECURITIES CORPORATION held 45,770 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.06M as of Q1 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.05% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #357 holding.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.