Conrad Siegel Investment Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Conrad Siegel Investment Advisors’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	$1.13M	Buy	49,610 +2,029	+4%	+$46.6K	0.18%	33
2026 Q2	$1.1M	Buy	47,581 +795	+2%	+$18.4K	0.18%	30
2026 Q1	$1.09M	Buy	46,786 +21,507	+85%	+$503K	0.2%	29
2025 Q4	$592K	Buy	25,279 +15,037	+147%	+$352K	0.11%	38
2025 Q3	$240K	Buy	10,242 +95	+0.9%	+$2.22K	0.05%	53
2025 Q2	$237K	Buy	10,147 +91	+0.9%	+$2.1K	0.05%	48
2025 Q1	$233K	Buy	+10,056	New	+$231K	0.06%	48

Other funds holding IBDU

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

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

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 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

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Conrad Siegel Investment Advisors's IBDU Position: Q3 2026 in Review

Conrad Siegel Investment Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.3% in Q3 2026, buying an estimated $46.6K and bringing the position to 49,610 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #33.

Conrad Siegel Investment Advisors first reported a position in IBDU in Q1 2025 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Conrad Siegel Investment Advisors held 49,610 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.13M as of Q3 2026.
Conrad Siegel Investment Advisors bought 2,029 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $46.6K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.18% of Conrad Siegel Investment Advisors's portfolio in Q3 2026, its #33 holding.
Conrad Siegel Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
64 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.