ISHARES IBONDS DEC 2029 TERM (IBDU) Institutional Ownership and Insiders Activity
ISHARES IBONDS DEC 2029 TERM (IBDU) is widely held by institutional investors, with 400 firms reporting positions valued at approximately $3.09B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Shufro Rose & Co Llc is the largest disclosed holder, reporting approximately $200.76M in IBDU holdings in its latest filing.
Institutional Holders
400
Total Reported Value
$3.09B
Largest Holder
Shufro Rose & Co Llc
Largest Position
$200.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
46
Top Institutional Owners
View allInvestorReported Balance
- Shufro Rose & Co Llc$200.76M
- Bank Of America Corp$176.73M
- Aptus Capital Advisors, Llc$150.47M
- Morgan Stanley$150.25M
- Mercer Global Advisors Inc$134.13M
IBDU News
All news- Ruggaard & Associates Q2 2026 Portfolio Activity Report
Aug 23, 2026 · valut.ai
- Peloton Wealth Strategists Q2 2026 Portfolio Activity: Significant Buys & Sales Observed
Aug 12, 2026 · valut.ai
- Seven Springs Wealth Group Q2 2026 Portfolio Activity: Focus on ETFs, Minor Individual Stock Changes
Aug 8, 2026 · valut.ai
- Woodmont Investment Counsel Llc Portfolio Shifts in Q2 2026: Focus on Growth and ETF Holdings
Jul 28, 2026 · valut.ai
- Breachway Investments Llc Q2 2026 Portfolio Activity
Jul 14, 2026 · valut.ai