Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Forvis Mazars Wealth 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	$734K	Hold	32,337	–	–	0.01%	260
2026 Q2	$749K	Hold	32,337	–	–	0.01%	252
2026 Q1	$752K	Hold	32,337	–	–	0.01%	237
2025 Q4	$757K	Buy	32,337 +5,349	+20%	+$125K	0.01%	238
2025 Q3	$633K	Buy	26,988 +3,345	+14%	+$78.1K	0.01%	255
2025 Q2	$552K	Buy	+23,643	New	+$545K	0.01%	267

Other funds holding IBDU

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IBDU Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q3 2026 at 32,337 shares worth $734K. The position accounts for 0.01% of the portfolio, ranked #260.

Forvis Mazars Wealth Advisors first reported a position in IBDU in Q2 2025 and has held it in 6 quarters since. The position peaked at $757K in Q4 2025. 375 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Forvis Mazars Wealth Advisors held 32,337 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $734K as of Q3 2026.
Forvis Mazars Wealth Advisors left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #260 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 6 quarters since.
Forvis Mazars Wealth Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $757K in Q4 2025.
375 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.