M3 Advisory Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

M3 Advisory 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	$679K	Buy	+29,943	New	+$688K	0.34%	60

Other funds holding IBDU

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 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

M3 Advisory Group's IBDU Position: Q3 2026 in Review

M3 Advisory Group opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2026: 29,943 shares worth $679K. The stake represents 0.34% of the portfolio and ranks #60 among its holdings.

311 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

M3 Advisory Group held 29,943 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $679K as of Q3 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new M3 Advisory Group position in Q3 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.34% of M3 Advisory Group's portfolio in Q3 2026, its #60 holding.
311 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on M3 Advisory Group's 13F filing for Q3 2026, filed 12 Nov 2026.