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Coastline Trust’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Coastline Trust’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 		$32.2K Sell
1,418
-62
-4% -$1.42K ﹤0.01% 283
2026
Q2 		$34.3K Hold
1,480
– – ﹤0.01% 304
2026
Q1 		$34.4K Hold
1,480
– – ﹤0.01% 303
2025
Q4 		$34.6K Hold
1,480
– – ﹤0.01% 299
2025
Q3 		$34.7K Buy
1,480
+183
+14% +$4.27K ﹤0.01% 289
2025
Q2 		$30.3K Buy
+1,297
New +$29.9K ﹤0.01% 296

Other funds holding IBDU

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

Coastline Trust's IBDU Position: Q3 2026 in Review

Coastline Trust reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.2% in Q3 2026, selling an estimated $1.42K and leaving 1,418 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Coastline Trust first reported a position in IBDU in Q2 2025 and has held it in 6 quarters since. The position peaked at $34.7K in Q3 2025. 36 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Coastline Trust held 1,418 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $32.2K as of Q3 2026.
  • Coastline Trust sold 62 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $1.42K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #283 holding.
  • Coastline Trust first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 6 quarters since.
  • Coastline Trust's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $34.7K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.