Free Trial
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free IBDU Stock Alerts

iShares iBonds Dec 2029 Term Corporate ETF (IBDU) Institutional Ownership

iShares iBonds Dec 2029 Term Corporate ETF logo
$22.70 +0.01 (+0.04%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$22.70 0.00 (0.00%)
As of 10/14/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$86.56M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$28.77M
Get IBDU Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds Dec 2029 Term Corporate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IBDU Institutional Buying and Selling by Quarter

iShares iBonds Dec 2029 Term Corporate ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026Adirondack Trust Co.160,917$3.65M1.3%+1.6%0.093%
10/10/2026Valley Wealth Managers Inc.36,823$836K0.0%-4.0%0.021%
10/9/2026Bullock Wealth Management Group70,780$1.60M0.7%N/A0.041%
10/9/2026GAMMA Investing LLC14,064$319K0.0%N/A0.008%
10/8/2026Farther Finance Advisors LLC62,956$1.43M0.0%N/A0.036%
10/6/2026Bank of New Hampshire40,640$922K0.2%N/A0.023%
10/6/2026RVW Wealth LLC1,239,851$28.13M1.8%N/A0.707%
10/1/2026 Burkett Financial Services LLC2,164$49K0.0%N/A0.001%
10/1/2026 Montecito Bank & Trust52,653$1.20M0.2%+2.9%0.030%
10/1/2026 Sarver Vrooman Wealth Advisors15,767$358K0.2%N/A0.009%
7/8/2026Praetorian Wealth Management Inc.297,915$6.90M1.2%+2.7%0.174%
7/8/2026RVW Wealth LLC1,210,684$28.04M1.8%+5.4%0.706%
7/7/2026GAMMA Investing LLC12,763$296K0.0%+141.5%0.007%
7/7/2026Harbor Investment Advisory LLC100,760$2.33M0.2%+19.0%0.059%
6/23/2026Ballast Advisors LLC1,736$40K0.0%N/A0.001%
6/8/2026Farmers National Bank44,709$1.04M0.2%+1.5%0.028%
5/19/2026McIlrath & Eck LLC9,752$227K0.0%+38.4%0.006%
5/19/2026Arkadios Wealth Advisors12,034$280K0.0%N/A0.008%
5/18/2026Reliant Wealth Planning53,646$1.25M0.4%+8.6%0.033%
5/13/2026Godshalk Welsh Capital Management Inc.132,750$3.09M1.8%+32.9%0.083%
5/8/2026HORAN Wealth LLC22,465$526K0.0%N/A0.014%
5/7/2026Valley Wealth Managers Inc.36,675$853K0.1%+12.3%0.023%
5/6/2026MTM Investment Management LLC1,563$36K0.0%N/A0.001%
5/6/2026Heartland Bank & Trust Co148,493$3.45M0.8%+401.6%0.093%
5/6/2026Bessemer Group Inc.10,174$237K0.0%N/A0.006%
5/5/2026Beaumont Financial Advisors LLC51,362$1.20M0.1%N/A0.032%
5/5/2026Bank of New York Mellon Corp33,098$770K0.0%+105.6%0.021%
4/30/2026First National Bank & Trust Co. of Newtown101,290$2.36M0.5%-38.1%0.063%
4/30/2026Beacon Financial Group76,249$1.77M0.2%+3.2%0.048%
4/30/2026Mosaic Family Wealth Partners LLC22,570$525K0.1%+99.6%0.014%
4/28/2026Bogart Wealth LLC8,457$197K0.0%+48.6%0.005%
4/24/2026Harbor Investment Advisory LLC84,646$1.97M0.2%+30.0%0.053%
4/23/2026Spinnaker Trust410,790$9.56M0.5%+34.8%0.257%
4/22/2026Princeton Global Asset Management LLC29,435$685K0.1%+10.9%0.018%
4/22/2026Janney Montgomery Scott LLC183,465$4.27M0.0%-36.1%0.115%
4/21/2026ADG Wealth Management Group LLC25,425$591K0.4%N/A0.016%
4/20/2026Provenance Wealth Advisors LLC10,550$245K0.0%-22.0%0.007%
4/17/2026Roble Belko & Company Inc119,309$2.78M0.4%+174.7%0.074%
4/16/2026 Montecito Bank & Trust47,169$1.10M0.2%+19.1%0.029%
3/16/2026Bank of New Hampshire41,590$973K0.2%-1.1%0.027%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
3/12/2026Farmers National Bank44,068$1.03M0.2%+2.0%0.029%
2/18/2026NewEdge Advisors LLC35,617$834K0.0%-88.7%0.023%
2/18/2026American Trust23,448$549K0.0%+2.5%0.015%
2/17/2026Advisory Services Network LLC27,472$643K0.0%+89.8%0.018%
2/17/2026Captrust Financial Advisors590,443$13.82M0.0%+15.4%0.388%
2/17/2026Peloton Wealth Strategists375,595$8.79M3.4%+9.8%0.247%
2/16/202610Elms LLP34,070$797K0.7%+5.3%0.022%
2/13/2026Integrated Wealth Concepts LLC52,295$1.22M0.0%+28.6%0.034%
2/12/2026Reliant Wealth Planning49,407$1.16M0.4%+28.1%0.032%
2/12/2026Godshalk Welsh Capital Management Inc.99,900$2.34M1.3%+50.3%0.066%
2/12/2026Lyell Wealth Management LP486,066$11.38M0.8%+21.7%0.319%
2/11/2026Janney Montgomery Scott LLC287,074$6.72M0.0%-41.6%0.189%
2/11/2026Motley Fool Wealth Management LLC611,729$14.32M1.1%-12.0%0.402%
2/11/2026Parallel Advisors LLC279,096$6.58M0.1%+4.7%0.183%
2/10/2026 Sarver Vrooman Wealth Advisors12,867$301K0.2%+16.6%0.008%
2/10/2026Spinnaker Trust304,717$7.13M0.4%+25.5%0.200%
2/9/2026Cary Street Partners Financial LLC60,761$1.42M0.0%+11.8%0.040%
2/6/2026FourThought Financial Partners LLC89,377$2.09M0.2%+35.2%0.059%
2/5/2026Arrow Financial Corp603,395$14.12M1.4%+0.2%0.397%
2/5/2026High Note Wealth LLC4,470$105K0.0%N/A0.003%
2/5/2026Beese Fulmer Investment Management Inc.123,418$2.89M0.2%+14.0%0.081%
2/4/2026Atlantic Union Bankshares Corp239,187$5.60M0.1%-2.2%0.157%
2/4/2026Valley Wealth Managers Inc.32,661$764K0.0%+13.5%0.021%
2/3/2026BOKF NA5,386$126K0.0%N/A0.004%
2/3/2026Heartland Bank & Trust Co29,604$693K0.3%+58.2%0.019%
1/30/2026First Fiduciary Investment Counsel Inc.60,345$1.41M0.3%+18.1%0.040%
1/29/2026First National Bank & Trust Co. of Newtown163,590$3.83M0.7%+2.3%0.108%
1/27/2026Belpointe Asset Management LLC88,582$2.07M0.1%+22.9%0.058%
1/26/2026Provenance Wealth Advisors LLC13,527$317K0.0%-37.2%0.009%
1/23/2026Farther Finance Advisors LLC41,335$967K0.0%+152.6%0.027%
1/23/2026Curbstone Financial Management Corp27,542$645K0.1%N/A0.018%
1/22/2026Newman Dignan & Sheerar Inc.182,489$4.27M0.9%+4.3%0.121%
1/21/2026Ledyard National Bank16,270$381K0.0%+2.8%0.011%
1/21/2026Prime Capital Investment Advisors LLC13,979$327K0.0%+20.4%0.009%
1/21/2026Flagship Harbor Advisors LLC5,625$132K0.0%N/A0.004%
1/21/2026Crews Bank & Trust125,550$2.94M0.4%+17.8%0.083%
1/20/2026Princeton Global Asset Management LLC26,534$621K0.1%+65.1%0.018%
1/20/2026Blue Square Asset Management LLC40,405$946K0.4%-1.7%0.027%
1/15/2026Rebalance LLC435,397$10.19M0.6%+1.6%0.293%
1/14/2026Praetorian Wealth Management Inc.270,419$6.33M1.3%+10.5%0.182%
1/12/2026RVW Wealth LLC1,059,999$24.81M1.9%+12.8%0.717%
1/9/2026 Montecito Bank & Trust39,620$927K0.1%+25.3%0.027%
1/8/2026Adirondack Trust Co.122,958$2.88M0.9%+11.0%0.084%
1/7/2026Harbor Investment Advisory LLC65,092$1.52M0.1%+164.2%0.045%
1/5/2026 Burkett Financial Services LLC2,100$49K0.0%N/A0.001%
1/5/2026GAMMA Investing LLC5,284$124K0.0%+9.4%0.004%
1/1/2026JPMorgan Chase & Co.160,004$3.76M0.0%+201.9%0.122%
12/15/2025Farmers National Bank43,216$1.01M0.2%+6.5%0.033%
12/2/2025IFP Advisors Inc220,733$5.18M0.1%-4.1%0.169%
11/19/2025Captrust Financial Advisors511,634$12.01M0.0%+26.9%0.391%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
11/17/2025Peloton Wealth Strategists342,150$8.03M3.2%+0.2%0.261%
11/17/2025American Trust22,865$537K0.0%N/A0.017%
11/17/2025United Capital Financial Advisors LLC115,377$2.71M0.0%+23.3%0.088%
11/17/2025Integrated Wealth Concepts LLC40,678$955K0.0%+6.2%0.031%
11/17/2025Flow Traders U.S. LLC8,802$207K0.0%N/A0.007%
11/17/2025Ameriprise Financial Inc.965,631$22.66M0.0%-31.3%0.737%
11/14/2025Ancora Advisors LLC15,505$364K0.0%-7.6%0.012%
11/13/2025Beese Fulmer Investment Management Inc.108,260$2.54M0.2%+11.7%0.083%
11/13/2025FourThought Financial Partners LLC66,100$1.55M0.1%+134.0%0.050%
11/13/2025Parallel Advisors LLC266,511$6.26M0.1%+4.4%0.204%


IBDU Institutional Ownership - Frequently Asked Questions

During the previous two years, 89 institutional investors and hedge funds held shares of iShares iBonds Dec 2029 Term Corporate ETF. The most heavily invested institutionals were RVW Wealth LLC ($28.13M), Ameriprise Financial Inc. ($22.66M), Motley Fool Wealth Management LLC ($14.32M), Arrow Financial Corp ($14.12M), Captrust Financial Advisors ($13.82M), Lyell Wealth Management LP ($11.38M), and Rebalance LLC ($10.19M).Learn more on iShares iBonds Dec 2029 Term Corporate ETF's institutional investors.

Of the 83 institutional investors that purchased iShares iBonds Dec 2029 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RVW Wealth LLC ($2.29M), Motley Fool Wealth Management LLC ($813.57K), Captrust Financial Advisors ($501.40K), JPMorgan Chase & Co. ($454.96K), Rebalance LLC ($435.40K), Spinnaker Trust ($379.49K), and Confluence Investment Management LLC ($254.74K).

Institutional investors have bought a total of 3,752,402 shares in the last 24 months. This purchase volume represents approximately $86.75M in transactions.

Of the 14 institutional investors that sold iShares iBonds Dec 2029 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($440.24K), Janney Montgomery Scott LLC ($308.33K), NewEdge Advisors LLC ($279.87K), Motley Fool Wealth Management LLC ($83.76K), First National Bank & Trust Co. of Newtown ($62.30K), Atlantic Union Bankshares Corp ($14.87K), and Arrow Financial Corp ($14.57K).

Institutional investors have sold a total of 1,228,917 shares in the last 24 months. This volume of shares sold represents approximately $28.77M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IBDU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
100% overnight gains?
Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies. Dr. Mark Sko...
The Oxford Club | Sponsoredtc pixel