Members Wealth’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Members Wealth’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	$6.65M	Buy	293,388 +91,142	+45%	+$2.09M	3.32%	7
2026 Q2	$4.68M	Buy	202,246 +18,477	+10%	+$428K	2.57%	7
2026 Q1	$4.28M	Buy	183,769 +10,934	+6%	+$256K	2.56%	7
2025 Q4	$4.05M	Buy	172,835 +2,903	+2%	+$68K	2.54%	8
2025 Q3	$3.98M	Buy	+169,932	New	+$3.97M	2.52%	10
2025 Q1	$2.88M	Buy	124,671 +4,058	+3%	+$93.1K	2.18%	13
2024 Q4	$2.75M	Buy	+120,613	New	+$2.78M	2.05%	11
2024 Q2	$3.02M	Buy	+130,566	New	+$2.95M	2.03%	13

Other funds holding IBDU

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 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

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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Members Wealth's IBDU Position: Q3 2026 in Review

Members Wealth increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 45% in Q3 2026, buying an estimated $2.09M and bringing the position to 293,388 shares worth $6.65M. The position accounts for 3.32% of the portfolio, ranked #7.

Members Wealth first reported a position in IBDU in Q2 2024 and has held it in 8 quarters since. 183 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Members Wealth held 293,388 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $6.65M as of Q3 2026.
Members Wealth bought 91,142 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $2.09M.
iShares iBonds Dec 2029 Term Corporate ETF made up 3.32% of Members Wealth's portfolio in Q3 2026, its #7 holding.
Members Wealth first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
183 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.