GAMMA Investing’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

GAMMA Investing’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	$319K	Buy	14,064 +1,301	+10%	+$29.9K	0.01%	987
2026 Q2	$296K	Buy	12,763 +7,479	+142%	+$173K	0.01%	988
2026 Q1	$123K	Hold	5,284	–	–	0.01%	1509
2025 Q4	$124K	Buy	5,284 +452	+9%	+$10.6K	0.01%	1417
2025 Q3	$113K	Sell	4,832 -29,012	-86%	-$678K	0.01%	1408
2025 Q2	$790K	Buy	+33,844	New	+$781K	0.05%	332

Other funds holding IBDU

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

GAMMA Investing's IBDU Position: Q3 2026 in Review

GAMMA Investing increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 10% in Q3 2026, buying an estimated $29.9K and bringing the position to 14,064 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #987.

GAMMA Investing first reported a position in IBDU in Q2 2025 and has held it in 6 quarters since. The position peaked at $790K in Q2 2025. 17 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

GAMMA Investing held 14,064 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $319K as of Q3 2026.
GAMMA Investing bought 1,301 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $29.9K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #987 holding.
GAMMA Investing first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 6 quarters since.
GAMMA Investing's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $790K in Q2 2025.
17 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.