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4J Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

4J Wealth Management’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.92M Buy
126,059
+7,063
+6% +$164K 1.43% 18
2026
Q1 		$2.77M Buy
118,996
+26,396
+29% +$617K 1.57% 13
2025
Q4 		$2.17M Buy
92,600
+78,395
+552% +$1.84M 1.24% 18
2025
Q3 		$333K Sell
14,205
-804
-5% -$18.8K 0.2% 67
2025
Q2 		$350K Hold
15,009
– – 0.24% 63
2025
Q1 		$347K Hold
15,009
– – 0.27% 60
2024
Q4 		$342K Buy
15,009
+470
+3% +$10.8K 0.28% 58
2024
Q3 		$342K Buy
14,539
+1,354
+10% +$31.4K 0.26% 61
2024
Q2 		$299K Hold
13,185
– – 0.25% 61
2024
Q1 		$301K Buy
+13,185
New +$301K 0.26% 65

Other funds holding IBDU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

4J Wealth Management's IBDU Position: Q2 2026 in Review

4J Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 5.9% in Q2 2026, buying an estimated $164K and bringing the position to 126,059 shares worth $2.92M. The position accounts for 1.43% of the portfolio, ranked #18.

4J Wealth Management first reported a position in IBDU in Q1 2024 and has held it in 10 quarters since. 172 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • 4J Wealth Management held 126,059 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.92M as of Q2 2026.
  • 4J Wealth Management bought 7,063 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $164K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 1.43% of 4J Wealth Management's portfolio in Q2 2026, its #18 holding.
  • 4J Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.