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 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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Winthrop Partners - WNY Buffalo, New York $202M AUM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return