Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Paradigm Strategies in 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	$1.47M	Buy	63,437 +663	+1%	+$15.4K	0.9%	20
2026 Q1	$1.46M	Sell	62,774 -1,112	-2%	-$26K	0.99%	16
2025 Q4	$1.5M	Sell	63,886 -11,271	-15%	-$264K	0.98%	17
2025 Q3	$1.76M	Buy	75,157 +157	+0.2%	+$3.67K	1.13%	15
2025 Q2	$1.75M	Sell	75,000 -2,765	-4%	-$63.8K	1.15%	15
2025 Q1	$1.8M	Sell	77,765 -2,509	-3%	-$57.5K	1.21%	15
2024 Q4	$1.83M	Sell	80,274 -8,253	-9%	-$190K	1.21%	13
2024 Q3	$2.08M	Buy	88,527 +12,273	+16%	+$284K	1.3%	13
2024 Q2	$1.73M	Sell	76,254 -6,175	-7%	-$139K	1.06%	16
2024 Q1	$1.88M	Buy	82,429 +41,315	+100%	+$943K	1.16%	14
2023 Q4	$949K	Buy	41,114 +19,207	+88%	+$426K	0.62%	19
2023 Q3	$480K	Buy	+21,907	New	+$487K	0.31%	27

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

WAP

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

HCM

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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

WCM

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

Paradigm Strategies in Wealth Management's IBDU Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.1% in Q2 2026, buying an estimated $15.4K and bringing the position to 63,437 shares worth $1.47M. The position accounts for 0.9% of the portfolio, ranked #20.

Paradigm Strategies in Wealth Management first reported a position in IBDU in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.08M in Q3 2024. 131 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Paradigm Strategies in Wealth Management held 63,437 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.47M as of Q2 2026.
Paradigm Strategies in Wealth Management bought 663 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $15.4K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.9% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #20 holding.
Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
Paradigm Strategies in Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $2.08M in Q3 2024.
131 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.