IBDU — ISHARES TR

Ownership history in Strid Group, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Strid Group, LLC reported a position in ISHARES TR (IBDU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.42% (2025 Q4)
Avg. % of fund
0.15%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 142,635 +73,591 +106.6% 0.42% $3.3M $23.23
2025 Q3 ADDED 69,044 +3,746 +5.7% 0.21% $1.6M $22.94
2025 Q2 ADDED 65,298 +40,807 +166.6% 0.21% $1.5M $22.54
2025 Q1 ADDED 24,491 +7,200 +41.6% 0.09% $566K $22.08
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% of Fund (quarterly)    IBDU price (monthly, adj. close)

Other funds also holding IBDU

As of 2025 Q4 — sorted by position size

Seven Springs Wealth Group, LLC 3Y 7.69% SHUFRO ROSE & CO LLC 3Y 7Y 6.02% Ruggaard & Associates LLC 4.63% Gratus Wealth Advisors, LLC 4.61% PFG Private Wealth Management, LLC 3Y 3.51% Peloton Wealth Strategists 3Y 7Y 3.41% Windsor Capital Management, LLC 3Y 7Y 3.39% ARCADIA INVESTMENT ADVISORS LLC 3.28% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.74% Envision Financial Planning, LLC 2.71%
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