CWC
IBDU icon

Carolinas Wealth Consulting’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Carolinas Wealth Consulting’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
-71
Closed -$1.64K – 425
2025
Q1 		$1.64K Hold
71
– – ﹤0.01% 841
2024
Q4 		$1.62K Buy
+71
New +$1.64K ﹤0.01% 870

Other funds holding IBDU

Bank of America
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
Morgan Stanley
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 $7.59B AUM 23.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carolinas Wealth Consulting's IBDU Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2025, closing a stake of 71 shares — an estimated $1.64K sold.

Carolinas Wealth Consulting first reported a position in IBDU in Q4 2024 and held it in 2 quarters. The position peaked at $1.64K in Q1 2025. 307 funds tracked by Wall St. Rank hold IBDU as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 71 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2025, an estimated $1.64K.
  • Carolinas Wealth Consulting first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and held it in 2 quarters.
  • Carolinas Wealth Consulting's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.64K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.