IBDU β€” ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

Ownership history in ADIRONDACK TRUST CO  Β·  9 quarters on record

AI Ownership Summary

ADIRONDACK TRUST CO reported ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.95% in 2025 Q4. The latest visible filing shows IBDU at 0.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADIRONDACK TRUST CO's position in ISHARES IBONDS DEC 2029 TERM CORPORATE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBDU was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.95% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ADIRONDACK TRUST CO held IBDU β€” position size vs. price
% of Fund (quarterly)    IBDU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 122,958 +12,182 +11.0% 0.95% $2.9M 2026-02-14 (Est.) $23.43
2025 Q3 ADDED 110,776 +11,672 +11.8% 0.87% $2.6M 2025-10-20 $23.09
2025 Q2 ADDED 99,104 +6,201 +6.7% 0.84% $2.3M 2025-07-11 $22.48
2025 Q1 ADDED 92,903 +8,274 +9.8% 0.84% $2.1M 2025-04-03 $22.20
2024 Q4 ADDED 84,629 +41,898 +98.1% 0.74% $1.9M 2025-01-17 $21.61
2024 Q3 ADDED 42,731 +22,271 +108.9% 0.39% $1.0M 2024-10-08 $21.72
2024 Q2 ADDED 20,460 +2,968 +17.0% 0.19% $464K 2024-07-09 $21.04
2024 Q1 ADDED 17,492 +4,873 +38.6% 0.17% $399K 2024-04-09 $20.68
2023 Q4 INITIATED 12,619 β€” β€” 0.12% $286K 2024-03-29 $20.77

FAQ About ADIRONDACK TRUST CO and IBDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADIRONDACK TRUST CO reported owning IBDU?

ADIRONDACK TRUST CO reported IBDU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBDU position in ADIRONDACK TRUST CO's portfolio?

The largest reported portfolio weight for IBDU was 0.95% in 2025 Q4.

What is the latest reported IBDU position on this page?

The most recent filing on this page is 2025 Q4, when ADIRONDACK TRUST CO reported 122,958 shares, equal to 0.95% of portfolio, with an estimated market value of $2.9M.

What does the chart on this IBDU ownership page compare?

The chart compares ADIRONDACK TRUST CO's quarterly IBDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to ADIRONDACK TRUST CO Holdings