Arcadia Investment Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Arcadia Investment Advisors’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	$8.05M	Buy	347,588 +25,992	+8%	+$603K	3.4%	13
2026 Q1	$7.48M	Buy	321,596 +20,447	+7%	+$478K	3.53%	13
2025 Q4	$7.05M	Buy	301,149 +32,895	+12%	+$771K	3.28%	14
2025 Q3	$6.3M	Buy	268,254 +2,751	+1%	+$64.3K	3.06%	16
2025 Q2	$6.19M	Buy	265,503 +1,297	+0.5%	+$29.9K	3.21%	16
2025 Q1	$6.11M	Buy	264,206 +27,953	+12%	+$641K	3.42%	15
2024 Q4	$5.39M	Buy	236,253 +227,687	+2,658%	+$5.24M	2.93%	16
2024 Q3	$201K	Buy	8,566 +4,248	+98%	+$98.5K	0.11%	37
2024 Q2	$97.9K	Hold	4,318	–	–	0.06%	47
2024 Q1	$98.5K	Hold	4,318	–	–	0.06%	48
2023 Q4	$99.6K	Buy	+4,318	New	+$95.7K	0.06%	47

Other funds holding IBDU

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Winthrop Partners - WNY Buffalo, New York $202M AUM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return