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

Austin 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
2025 Q4	$556K	Sell	23,762 -987	-4%	-$23.1K	0.04%	165
2025 Q3	$581K	Sell	24,749 -3,491	-12%	-$81.5K	0.04%	162
2025 Q2	$659K	Sell	28,240 -626	-2%	-$14.4K	0.05%	150
2025 Q1	$668K	Buy	28,866 +15,547	+117%	+$356K	0.06%	132
2024 Q4	$304K	Buy	+13,319	New	+$307K	0.03%	206

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Austin Private Wealth's IBDU Position: Q4 2025 in Review

Austin Private Wealth reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4% in Q4 2025, selling an estimated $23.1K and leaving 23,762 shares worth $556K. The position accounts for 0.04% of the portfolio, ranked #165.

Austin Private Wealth first reported a position in IBDU in Q4 2024 and has held it in 5 quarters since. The position peaked at $668K in Q1 2025. 356 funds tracked by Wall St. Rank hold IBDU as of Q4 2025.

Austin Private Wealth held 23,762 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $556K as of Q4 2025.
Austin Private Wealth sold 987 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2025, an estimated $23.1K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of Austin Private Wealth's portfolio in Q4 2025, its #165 holding.
Austin Private Wealth first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 5 quarters since.
Austin Private Wealth's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $668K in Q1 2025.
356 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.