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

Masso Torrence 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	$528K	Hold	22,485	–	–	0.22%	67
2025 Q2	$525K	Sell	22,485 -165	-0.7%	-$3.81K	0.24%	63
2025 Q1	$524K	Sell	22,650 -24,189	-52%	-$555K	0.28%	58
2024 Q4	$1.07M	Buy	46,839 +8,986	+24%	+$207K	0.56%	35
2024 Q3	$890K	Buy	37,853 +424	+1%	+$9.83K	0.48%	39
2024 Q2	$849K	Buy	37,429 +1,825	+5%	+$41.2K	0.47%	42
2024 Q1	$812K	Buy	35,604 +6,344	+22%	+$145K	0.48%	45
2023 Q4	$675K	Buy	+29,260	New	+$649K	0.46%	42

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Masso Torrence Wealth Management's IBDU Position: Q3 2025 in Review

Masso Torrence Wealth Management held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q3 2025 at 22,485 shares worth $528K. The position accounts for 0.22% of the portfolio, ranked #67.

Masso Torrence Wealth Management first reported a position in IBDU in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2024. 321 funds tracked by Wall St. Rank hold IBDU as of Q3 2025.

Masso Torrence Wealth Management held 22,485 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $528K as of Q3 2025.
Masso Torrence Wealth Management left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q3 2025.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.22% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #67 holding.
Masso Torrence Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 8 quarters since.
Masso Torrence Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.07M in Q4 2024.
321 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.