JFS Wealth Advisors
IBDU icon

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

JFS Wealth 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
Q3 		– Sell
-742
Closed -$17.2K – 2254
2026
Q2 		$17.2K Buy
+742
New +$17.2K ﹤0.01% 806

Other funds holding IBDU

Shufro Rose & Co
Shufro Rose & Co New York $1.56B AUM 25.88% 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
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
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
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

JFS Wealth Advisors's IBDU Position: Q3 2026 in Review

JFS Wealth Advisors sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2026, closing a stake of 742 shares — an estimated $17.2K sold.

JFS Wealth Advisors first reported a position in IBDU in Q2 2026 and held it in 1 quarter. The position peaked at $17.2K in Q2 2026. 315 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • JFS Wealth Advisors reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 742 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $17.2K.
  • JFS Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2026 and held it in 1 quarter.
  • JFS Wealth Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $17.2K in Q2 2026.
  • 315 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.