§ EQUITY
USDIBDU
ISHARES IBONDS DEC 2029 TERM
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley IM | 6.7M | 0.0% | −39% |
| Aptus Capital Advisors, LLC | 6.4M | 1.2% | −4% |
| CAPITAL ADVISORS INC/OK | 5.1M | 1.9% | +6% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.0M | 0.2% | −10% |
| SHUFRO ROSE & CO LLC | 4.0M | 6.3% | +5% |
| Capital Investment Advisors, LLC | 3.9M | 0.7% | +4% |
◇ AC INTELLIGENCE
Top institutional owners for IBDU as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER78.0% · 344 holders
DEALER / BANK19.0% · 30 holders
INCOME / DEFENSIVE1.3% · 2 holders
QUALITY / COMPOUNDER0.9% · 3 holders
PASSIVE / INDEX0.5% · 1 holder
TACTICAL / MACRO0.3% · 1 holder
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IBDU in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IBDU yet.