Highland Financial Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Highland Financial 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 Q2	$257K	Hold	11,110	–	–	0.06%	62
2026 Q1	$258K	Hold	11,110	–	–	0.07%	54
2025 Q4	$260K	Hold	11,110	–	–	0.07%	49
2025 Q3	$261K	Hold	11,110	–	–	0.07%	47
2025 Q2	$259K	Hold	11,110	–	–	0.08%	43
2025 Q1	$257K	Hold	11,110	–	–	0.09%	44
2024 Q4	$253K	Hold	11,110	–	–	0.09%	47
2024 Q3	$261K	Hold	11,110	–	–	0.09%	40
2024 Q2	$252K	Hold	11,110	–	–	0.09%	45
2024 Q1	$254K	Hold	11,110	–	–	0.1%	45
2023 Q4	$256K	Buy	+11,110	New	+$246K	0.11%	43

Other funds holding IBDU

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Breachway Investments Charlestown, Rhode Island $66.4M AUM