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

MinichMacGregor 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
2026
Q2 		$210K Hold
9,080
– – 0.03% 144
2026
Q1 		$211K Hold
9,080
– – 0.04% 129
2025
Q4 		$213K Hold
9,080
– – 0.04% 126
2025
Q3 		$213K Hold
9,080
– – 0.04% 129
2025
Q2 		$212K Hold
9,080
– – 0.05% 115
2025
Q1 		$210K Buy
+9,080
New +$208K 0.05% 120

Other funds holding IBDU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MinichMacGregor Wealth Management's IBDU Position: Q2 2026 in Review

MinichMacGregor Wealth Management held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 9,080 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #144.

MinichMacGregor Wealth Management first reported a position in IBDU in Q1 2025 and has held it in 6 quarters since. The position peaked at $213K in Q3 2025. 187 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • MinichMacGregor Wealth Management held 9,080 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $210K as of Q2 2026.
  • MinichMacGregor Wealth Management left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #144 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • MinichMacGregor Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $213K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.