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

DecisionMap 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
2026 Q2	$701K	Sell	30,253 -290	-0.9%	-$6.72K	0.39%	62
2026 Q1	$710K	Buy	30,543 +980	+3%	+$22.9K	0.46%	58
2025 Q4	$692K	Buy	29,563 +4,029	+16%	+$94.4K	0.43%	61
2025 Q3	$599K	Buy	25,534 +1,923	+8%	+$44.9K	0.38%	68
2025 Q2	$551K	Buy	23,611 +6,376	+37%	+$147K	0.38%	72
2025 Q1	$399K	Buy	17,235 +5,357	+45%	+$123K	0.3%	82
2024 Q4	$271K	Buy	+11,878	New	+$274K	0.21%	96

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

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

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

DecisionMap Wealth Management's IBDU Position: Q2 2026 in Review

DecisionMap Wealth Management reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.95% in Q2 2026, selling an estimated $6.72K and leaving 30,253 shares worth $701K. The position accounts for 0.39% of the portfolio, ranked #62.

DecisionMap Wealth Management first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $710K in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

DecisionMap Wealth Management held 30,253 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $701K as of Q2 2026.
DecisionMap Wealth Management sold 290 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $6.72K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.39% of DecisionMap Wealth Management's portfolio in Q2 2026, its #62 holding.
DecisionMap Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
DecisionMap Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $710K in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.