Avidian Wealth Enterprises
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Avidian Wealth Enterprises’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Avidian Wealth Enterprises’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 		– Sell
-14,103
Closed -$327K – 777
2026
Q2 		$327K Buy
14,103
+1,544
+12% +$35.8K 0.01% 574
2026
Q1 		$292K Buy
+12,559
New +$294K 0.01% 550

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Avidian Wealth Enterprises's IBDU Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2026, closing a stake of 14,103 shares — an estimated $327K sold.

Avidian Wealth Enterprises first reported a position in IBDU in Q1 2026 and held it in 2 quarters. The position peaked at $327K in Q2 2026. 274 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 14,103 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $327K.
  • Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2026 and held it in 2 quarters.
  • Avidian Wealth Enterprises's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $327K in Q2 2026.
  • 274 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.