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 Q3	$206K	Hold	9,080	–	–	0.03%	156
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

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

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

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

MinichMacGregor Wealth Management's IBDU Position: Q3 2026 in Review

MinichMacGregor Wealth Management held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q3 2026 at 9,080 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #156.

MinichMacGregor Wealth Management first reported a position in IBDU in Q1 2025 and has held it in 7 quarters since. The position peaked at $213K in Q3 2025. 274 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

MinichMacGregor Wealth Management held 9,080 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $206K as of Q3 2026.
MinichMacGregor Wealth Management left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #156 holding.
MinichMacGregor Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
MinichMacGregor Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $213K in Q3 2025.
274 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.