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 Q3	$656K	Sell	28,914 -5,325	-16%	-$122K	0.14%	108
2026 Q2	$793K	Hold	34,239	–	–	0.19%	99
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

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Accretive Wealth Partners's IBDU Position: Q3 2026 in Review

Accretive Wealth Partners reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 16% in Q3 2026, selling an estimated $122K and leaving 28,914 shares worth $656K. The position accounts for 0.14% of the portfolio, ranked #108.

Accretive Wealth Partners first reported a position in IBDU in Q2 2025 and has held it in 6 quarters since. The position peaked at $796K in Q1 2026. 287 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Accretive Wealth Partners held 28,914 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $656K as of Q3 2026.
Accretive Wealth Partners sold 5,325 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $122K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.14% of Accretive Wealth Partners's portfolio in Q3 2026, its #108 holding.
Accretive Wealth Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 6 quarters since.
Accretive Wealth Partners's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $796K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.