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Accretive Wealth Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Accretive Wealth Partners’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
Q1 		$796K Buy
34,239
+5,473
+19% +$128K 0.22% 101
2025
Q4 		$673K Buy
28,766
+20,112
+232% +$471K 0.2% 97
2025
Q3 		$203K Hold
8,654
– – 0.06% 149
2025
Q2 		$202K Buy
+8,654
New +$200K 0.07% 148

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Accretive Wealth Partners's IBDU Position: Q1 2026 in Review

Accretive Wealth Partners increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 19% in Q1 2026, buying an estimated $128K and bringing the position to 34,239 shares worth $796K. The position accounts for 0.22% of the portfolio, ranked #101.

Accretive Wealth Partners first reported a position in IBDU in Q2 2025 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

  • Accretive Wealth Partners held 34,239 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $796K as of Q1 2026.
  • Accretive Wealth Partners bought 5,473 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $128K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.22% of Accretive Wealth Partners's portfolio in Q1 2026, its #101 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.