Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Koesten Hirschmann & Crabtree’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	$436K	Hold	19,229	–	–	0.18%	30
2026 Q2	$445K	Buy	+19,229	New	+$446K	0.19%	28
2025 Q4	–	Sell	-8,391	Closed	-$197K	–	126
2025 Q3	$197K	Hold	8,391	–	–	0.09%	38
2025 Q2	$196K	Hold	8,391	–	–	0.1%	35
2025 Q1	$194K	Buy	8,391 +865	+11%	+$19.8K	0.11%	32
2024 Q4	$172K	Buy	7,526 +2,070	+38%	+$47.7K	0.1%	37
2024 Q3	$128K	Hold	5,456	–	–	0.07%	47
2024 Q2	$125K	Hold	5,456	–	–	0.08%	47
2024 Q1	$125K	Hold	5,456	–	–	0.08%	47
2023 Q4	$126K	Buy	+5,456	New	+$121K	0.09%	37

Other funds holding IBDU

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBDU Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q3 2026 at 19,229 shares worth $436K. The position accounts for 0.18% of the portfolio, ranked #30.

Koesten Hirschmann & Crabtree first reported a position in IBDU in Q4 2023 and has held it in 10 quarters since. The position peaked at $445K in Q2 2026. 256 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Koesten Hirschmann & Crabtree held 19,229 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $436K as of Q3 2026.
Koesten Hirschmann & Crabtree left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.18% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #30 holding.
Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Koesten Hirschmann & Crabtree's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $445K in Q2 2026.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.