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 Q3	$8.01M	Buy	353,129 +5,541	+2%	+$127K	3.33%	14
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

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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

VWMG

Virginia Wealth Management Group Virginia Beach, Virginia $203M AUM 11.26% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WMWM

Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return

Arcadia Investment Advisors's IBDU Position: Q3 2026 in Review

Arcadia Investment Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.6% in Q3 2026, buying an estimated $127K and bringing the position to 353,129 shares worth $8.01M. The position accounts for 3.33% of the portfolio, ranked #14.

Arcadia Investment Advisors first reported a position in IBDU in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.05M in Q2 2026. 44 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Arcadia Investment Advisors held 353,129 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $8.01M as of Q3 2026.
Arcadia Investment Advisors bought 5,541 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $127K.
iShares iBonds Dec 2029 Term Corporate ETF made up 3.33% of Arcadia Investment Advisors's portfolio in Q3 2026, its #14 holding.
Arcadia Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
Arcadia Investment Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $8.05M in Q2 2026.
44 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Arcadia Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.