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

FullCircle 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
2025
Q3 		$208K Hold
8,920
– – 0.07% 255
2025
Q2 		$208K Hold
8,920
– – 0.08% 248
2025
Q1 		$207K Buy
+8,920
New +$205K 0.09% 226

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FullCircle Wealth's IBDU Position: Q3 2025 in Review

FullCircle Wealth held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q3 2025 at 8,920 shares worth $208K. The position accounts for 0.07% of the portfolio, ranked #255.

FullCircle Wealth first reported a position in IBDU in Q1 2025 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold IBDU as of Q3 2025.

  • FullCircle Wealth held 8,920 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $208K as of Q3 2025.
  • FullCircle Wealth left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.07% of FullCircle Wealth's portfolio in Q3 2025, its #255 holding.
  • FullCircle Wealth first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 3 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.