Aprio Wealth Management
IBDU icon

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

Aprio 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
Q3 		$312K Buy
13,755
+3,877
+39% +$89.1K 0.01% 515
2026
Q2 		$229K Sell
9,878
-20,754
-68% -$481K 0.01% 586
2026
Q1 		$712K Buy
+30,632
New +$717K 0.04% 263

Other funds holding IBDU

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Aprio Wealth Management's IBDU Position: Q3 2026 in Review

Aprio Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 39% in Q3 2026, buying an estimated $89.1K and bringing the position to 13,755 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #515.

Aprio Wealth Management first reported a position in IBDU in Q1 2026 and has held it in 3 quarters since. The position peaked at $712K in Q1 2026. 201 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Aprio Wealth Management held 13,755 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $312K as of Q3 2026.
  • Aprio Wealth Management bought 3,877 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $89.1K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #515 holding.
  • Aprio Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • Aprio Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $712K in Q1 2026.
  • 201 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.