BCS Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

BCS Wealth Management’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 Q2	–	Sell	-20,258	Closed	-$469K	–	271
2025 Q1	$469K	Hold	20,258	–	–	0.12%	156
2024 Q4	$462K	Hold	20,258	–	–	0.11%	155
2024 Q3	$476K	Hold	20,258	–	–	0.2%	99
2024 Q2	$459K	Hold	20,258	–	–	0.22%	92
2024 Q1	$462K	Buy	20,258 +10,893	+116%	+$249K	0.15%	142
2023 Q4	$216K	Buy	+9,365	New	+$208K	0.08%	212

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.74B AUM 34.09% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCS Wealth Management's IBDU Position: Q2 2025 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2025, closing a stake of 20,258 shares — an estimated $469K sold.

BCS Wealth Management first reported a position in IBDU in Q4 2023 and held it in 6 quarters. The position peaked at $476K in Q3 2024. 307 funds tracked by Wall St. Rank hold IBDU as of Q2 2025.

BCS Wealth Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
BCS Wealth Management sold 20,258 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2025, an estimated $469K.
BCS Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and held it in 6 quarters.
BCS Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $476K in Q3 2024.
307 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2025.

Based on BCS Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.