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

Larson Financial Group’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 		$58.3K Buy
2,569
+24
+0.9% +$551 ﹤0.01% 1536
2026
Q2 		$59K Buy
2,545
+23
+0.9% +$533 ﹤0.01% 1445
2026
Q1 		$58.7K Buy
2,522
+15
+0.6% +$351 ﹤0.01% 1267
2025
Q4 		$58.7K Sell
2,507
-214
-8% -$5.02K ﹤0.01% 1160
2025
Q3 		$63.9K Buy
2,721
+1
+0% +$23 ﹤0.01% 1060
2025
Q2 		$63.4K Sell
2,720
-1,538
-36% -$35.5K ﹤0.01% 984
2025
Q1 		$98.5K Buy
+4,258
New +$97.6K ﹤0.01% 802

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

Larson Financial Group's IBDU Position: Q3 2026 in Review

Larson Financial Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.94% in Q3 2026, buying an estimated $551 and bringing the position to 2,569 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Larson Financial Group first reported a position in IBDU in Q1 2025 and has held it in 7 quarters since. The position peaked at $98.5K in Q1 2025. 297 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Larson Financial Group held 2,569 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $58.3K as of Q3 2026.
  • Larson Financial Group bought 24 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $551.
  • iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1536 holding.
  • Larson Financial Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
  • Larson Financial Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $98.5K in Q1 2025.
  • 297 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.