Krilogy Financial
IBDU icon

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

Krilogy Financial’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 		$5.08M Sell
223,693
-3,087
-1% -$70.9K 0.14% 115
2026
Q2 		$5.25M Buy
226,780
+365
+0.2% +$8.46K 0.16% 110
2026
Q1 		$5.27M Buy
226,415
+3,086
+1% +$72.2K 0.17% 104
2025
Q4 		$5.24M Buy
223,329
+6,764
+3% +$159K 0.18% 97
2025
Q3 		$5.05M Buy
216,565
+25,415
+13% +$594K 0.19% 88
2025
Q2 		$4.46M Buy
191,150
+10,721
+6% +$247K 0.26% 86
2025
Q1 		$4.17M Buy
180,429
+14,809
+9% +$340K 0.27% 79
2024
Q4 		$3.78M Sell
165,620
-7,108
-4% -$164K 0.25% 84
2024
Q3 		$4.06M Buy
172,728
+81
+0% +$1.88K 0.28% 83
2024
Q2 		$3.91M Buy
172,647
+992
+0.6% +$22.4K 0.29% 76
2024
Q1 		$3.92M Buy
171,655
+4,357
+3% +$99.4K 0.3% 75
2023
Q4 		$3.86M Buy
167,298
+6,997
+4% +$155K 0.33% 70
2023
Q3 		$3.51M Buy
160,301
+2,422
+2% +$53.9K 0.32% 72
2023
Q2 		$3.54M Buy
157,879
+727
+0.5% +$16.5K 0.32% 72
2023
Q1 		$3.6M Buy
157,152
+94,845
+152% +$2.14M 0.3% 72
2022
Q4 		$1.38M Sell
62,307
-81,164
-57% -$1.79M 0.13% 131
2022
Q3 		$3.13M Buy
143,471
+1,461
+1% +$33.5K 0.37% 45
2022
Q2 		$3.24M Buy
142,010
+53,067
+60% +$1.24M 0.38% 46
2022
Q1 		$2.18M Sell
88,943
-62,507
-41% -$1.58M 0.22% 68
2021
Q4 		$3.99M Buy
151,450
+248
+0.2% +$6.55K 0.4% 44
2021
Q3 		$4.02M Buy
151,202
+2,854
+2% +$76.9K 0.4% 42
2021
Q2 		$3.98M Sell
148,348
-5,023
-3% -$133K 0.4% 40
2021
Q1 		$4.01M Buy
+153,371
New +$4.1M 0.42% 36

Other funds holding IBDU

Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Krilogy Financial's IBDU Position: Q3 2026 in Review

Krilogy Financial reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.4% in Q3 2026, selling an estimated $70.9K and leaving 223,693 shares worth $5.08M. The position accounts for 0.14% of the portfolio, ranked #115.

Krilogy Financial first reported a position in IBDU in Q1 2021 and has held it in 23 quarters since. The position peaked at $5.27M in Q1 2026. 79 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Krilogy Financial held 223,693 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $5.08M as of Q3 2026.
  • Krilogy Financial sold 3,087 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $70.9K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.14% of Krilogy Financial's portfolio in Q3 2026, its #115 holding.
  • Krilogy Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2021 and has held it in 23 quarters since.
  • Krilogy Financial's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $5.27M in Q1 2026.
  • 79 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.