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

InvesTrust’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 		$8.51M Buy
374,933
+65,504
+21% +$1.5M 3.44% 5
2026
Q2 		$7.17M Buy
309,429
+36,354
+13% +$843K 2.76% 7
2026
Q1 		$6.35M Buy
273,075
+20,591
+8% +$482K 2.67% 9
2025
Q4 		$5.91M Sell
252,484
-8,552
-3% -$200K 2.29% 11
2025
Q3 		$6.13M Buy
261,036
+17,663
+7% +$413K 2.24% 11
2025
Q2 		$5.68M Buy
243,373
+4,385
+2% +$101K 2.19% 11
2025
Q1 		$5.53M Buy
238,988
+199,330
+503% +$4.57M 1.51% 35
2024
Q4 		$905K Buy
+39,658
New +$914K 0.25% 63

Other funds holding IBDU

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

InvesTrust's IBDU Position: Q3 2026 in Review

InvesTrust increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 21% in Q3 2026, buying an estimated $1.5M and bringing the position to 374,933 shares worth $8.51M. The position accounts for 3.44% of the portfolio, ranked #5.

InvesTrust first reported a position in IBDU in Q4 2024 and has held it in 8 quarters since. 197 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • InvesTrust held 374,933 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $8.51M as of Q3 2026.
  • InvesTrust bought 65,504 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $1.5M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 3.44% of InvesTrust's portfolio in Q3 2026, its #5 holding.
  • InvesTrust first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 8 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.