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

HORAN 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
2026
Q3 		$590K Sell
26,008
-182
-0.7% -$4.18K 0.06% 148
2026
Q2 		$607K Buy
26,190
+3,725
+17% +$86.3K 0.08% 132
2026
Q1 		$526K Buy
+22,465
New +$526K 0.05% 136

Other funds holding IBDU

Shufro Rose & Co
Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Summitry LLC
Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

HORAN Wealth's IBDU Position: Q3 2026 in Review

HORAN Wealth reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.69% in Q3 2026, selling an estimated $4.18K and leaving 26,008 shares worth $590K. The position accounts for 0.06% of the portfolio, ranked #148.

HORAN Wealth first reported a position in IBDU in Q1 2026 and has held it in 3 quarters since. The position peaked at $607K in Q2 2026. 375 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • HORAN Wealth held 26,008 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $590K as of Q3 2026.
  • HORAN Wealth sold 182 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $4.18K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.06% of HORAN Wealth's portfolio in Q3 2026, its #148 holding.
  • HORAN Wealth first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2026 and has held it in 3 quarters since.
  • HORAN Wealth's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $607K in Q2 2026.
  • 375 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.