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

Element Wealth’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 Q1	$398K	Buy	17,101 +3,785	+28%	+$88.5K	0.16%	131
2025 Q4	$312K	Buy	13,316 +33	+0.2%	+$773	0.13%	151
2025 Q3	$312K	Buy	13,283 +1,118	+9%	+$26.1K	0.14%	140
2025 Q2	$284K	Hold	12,165	–	–	0.13%	136
2025 Q1	$281K	Hold	12,165	–	–	0.15%	120
2024 Q4	$277K	Buy	12,165 +2,239	+23%	+$51.6K	0.15%	118
2024 Q3	$233K	Buy	9,926 +7,741	+354%	+$179K	0.12%	135
2024 Q2	$49.5K	Hold	2,185	–	–	0.03%	186
2024 Q1	$49.9K	Hold	2,185	–	–	0.03%	184
2023 Q4	$50.4K	Hold	2,185	–	–	0.03%	172
2023 Q3	$47.9K	Hold	2,185	–	–	0.03%	166
2023 Q2	$49.1K	Buy	+2,185	New	+$49.5K	0.03%	170

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Element Wealth's IBDU Position: Q1 2026 in Review

Element Wealth increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 28% in Q1 2026, buying an estimated $88.5K and bringing the position to 17,101 shares worth $398K. The position accounts for 0.16% of the portfolio, ranked #131.

Element Wealth first reported a position in IBDU in Q2 2023 and has held it in 12 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Element Wealth held 17,101 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $398K as of Q1 2026.
Element Wealth bought 3,785 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $88.5K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.16% of Element Wealth's portfolio in Q1 2026, its #131 holding.
Element Wealth first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2023 and has held it in 12 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.