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

Kiker Wealth Management’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
2025
Q3 		– Sell
-826
Closed -$19.3K – 428
2025
Q2 		$19.3K Hold
826
– – 0.01% 295
2025
Q1 		$19.1K Buy
+826
New +$18.9K 0.01% 301

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kiker Wealth Management's IBDU Position: Q3 2025 in Review

Kiker Wealth Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2025, closing a stake of 826 shares — an estimated $19.3K sold.

Kiker Wealth Management first reported a position in IBDU in Q1 2025 and held it in 2 quarters. The position peaked at $19.3K in Q2 2025. 323 funds tracked by Wall St. Rank hold IBDU as of Q3 2025.

  • Kiker Wealth Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 826 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2025, an estimated $19.3K.
  • Kiker Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $19.3K in Q2 2025.
  • 323 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.