PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025 Q4	–	Sell	-1,567	Closed	-$36.8K	–	569
2025 Q3	$36.8K	Hold	1,567	–	–	0.01%	311
2025 Q2	$36.6K	Hold	1,567	–	–	0.01%	293
2025 Q1	$36.2K	Hold	1,567	–	–	0.01%	291
2024 Q4	$35.7K	Buy	+1,567	New	+$36.1K	0.01%	294

Other funds holding IBDU

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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 $7.59B AUM 23.38% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IBDU Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2025, closing a stake of 1,567 shares — an estimated $36.8K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IBDU in Q4 2024 and held it in 4 quarters. The position peaked at $36.8K in Q3 2025. 356 funds tracked by Wall St. Rank hold IBDU as of Q4 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,567 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2025, an estimated $36.8K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and held it in 4 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares iBonds Dec 2029 Term Corporate ETF position peaked at $36.8K in Q3 2025.
356 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.