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

Executive 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
2024
Q4 		$3.9M Buy
171,205
+43,085
+34% +$992K 0.31% 82
2024
Q3 		$3.01M Buy
+128,120
New +$2.97M 0.24% 90
2024
Q2 		– Sell
-27,818
Closed -$629K – 176
2024
Q1 		$629K Buy
27,818
+14,387
+107% +$328K 0.06% 137
2023
Q4 		$310K Buy
+13,431
New +$298K 0.03% 173

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Executive Wealth Management's IBDU Position: Q4 2024 in Review

Executive Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 34% in Q4 2024, buying an estimated $992K and bringing the position to 171,205 shares worth $3.9M. The position accounts for 0.31% of the portfolio, ranked #82.

Executive Wealth Management first reported a position in IBDU in Q4 2023 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold IBDU as of Q4 2024.

  • Executive Wealth Management held 171,205 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.9M as of Q4 2024.
  • Executive Wealth Management bought 43,085 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2024, an estimated $992K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.31% of Executive Wealth Management's portfolio in Q4 2024, its #82 holding.
  • Executive Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.