IBDU β€” ISHARES IBONDS DEC 2029 TERM

Ownership history in ARROW FINANCIAL CORP  Β·  25 quarters on record

AI Ownership Summary

ARROW FINANCIAL CORP reported ISHARES IBONDS DEC 2029 TERM (IBDU) in 25 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.61% in 2025 Q1. The latest visible filing shows IBDU at 1.41% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARROW FINANCIAL CORP's position in ISHARES IBONDS DEC 2029 TERM, 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 1.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.61% in 2025 Q1

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

Time in book
Holding Window
2023 Q3 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 ARROW FINANCIAL CORP held IBDU β€” position size vs. price
% of Fund (quarterly)    IBDU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 603,395 +1,122 +0.2% 1.41% $14.1M 2026-02-14 (Est.) $23.43
2025 Q3 REDUCED 602,273 -14,574 -2.4% 1.45% $14.1M 2025-10-21 $23.10
2025 Q2 REDUCED 616,847 -5,855 -0.9% 1.52% $14.4M 2025-08-11 $22.70
2025 Q1 ADDED 622,702 +2,559 +0.4% 1.61% $14.4M 2025-05-05 $22.15
2024 Q4 ADDED 620,143 +21,850 +3.7% 1.34% $14.1M 2025-02-14 $21.79
2024 Q3 ADDED 598,293 +8,789 +1.5% 1.30% $14.1M 2024-11-04 $21.55
2024 Q2 ADDED 589,504 +12,936 +2.2% 1.30% $13.4M 2024-07-30 $21.26
2024 Q1 ADDED 576,568 +19,689 +3.5% 1.31% $13.2M 2024-05-21 $20.77
2023 Q4 ADDED 556,879 +45,264 +8.8% 1.33% $12.8M 2024-02-12 $20.66
2023 Q3 ADDED 511,615 +145,722 +39.8% 1.31% $11.2M 2023-11-13 $19.60
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About ARROW FINANCIAL CORP and IBDU

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

How long has ARROW FINANCIAL CORP reported owning IBDU?

ARROW FINANCIAL CORP reported IBDU across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IBDU position in ARROW FINANCIAL CORP's portfolio?

The largest reported portfolio weight for IBDU was 1.61% in 2025 Q1.

What is the latest reported IBDU position on this page?

The most recent filing on this page is 2025 Q4, when ARROW FINANCIAL CORP reported 603,395 shares, equal to 1.41% of portfolio, with an estimated market value of $14.1M.

What does the chart on this IBDU ownership page compare?

The chart compares ARROW FINANCIAL CORP'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.

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