Ashton Thomas Private Wealth’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Ashton Thomas Private Wealth’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	$215K	Buy	9,494 +52	+0.6%	+$1.2K	﹤0.01%	1162
2026 Q2	$219K	Buy	9,442 +329	+4%	+$7.63K	﹤0.01%	1113
2026 Q1	$212K	Buy	+9,113	New	+$213K	0.01%	1014

Other funds holding IBDU

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

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

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Ashton Thomas Private Wealth's IBDU Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.55% in Q3 2026, buying an estimated $1.2K and bringing the position to 9,494 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Ashton Thomas Private Wealth first reported a position in IBDU in Q1 2026 and has held it in 3 quarters since. The position peaked at $219K in Q2 2026. 261 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Ashton Thomas Private Wealth held 9,494 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $215K as of Q3 2026.
Ashton Thomas Private Wealth bought 52 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $1.2K.
iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #1162 holding.
Ashton Thomas Private Wealth first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
Ashton Thomas Private Wealth's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $219K in Q2 2026.
261 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.