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Action Point Financial Planning’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Action Point Financial Planning’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 		$1.07M Buy
+46,175
New +$1.07M 0.11% 166

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Action Point Financial Planning's IBDU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 46,175 shares worth $1.07M. The stake represents 0.11% of the portfolio and ranks #166 among its holdings.

386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Action Point Financial Planning held 46,175 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.07M as of Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.11% of Action Point Financial Planning's portfolio in Q2 2026, its #166 holding.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.