Phillips Financial Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Phillips Financial 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	$210K	Hold	9,251	–	–	0.02%	192
2026 Q2	$214K	Hold	9,251	–	–	0.02%	200
2026 Q1	$215K	Hold	9,251	–	–	0.02%	186
2025 Q4	$217K	Hold	9,251	–	–	0.01%	197
2025 Q3	$217K	Hold	9,251	–	–	0.01%	201
2025 Q2	$216K	Hold	9,251	–	–	0.02%	179
2025 Q1	$214K	Hold	9,251	–	–	0.02%	177
2024 Q4	$211K	Hold	9,251	–	–	0.02%	172
2024 Q3	$217K	Hold	9,251	–	–	0.02%	177
2024 Q2	$210K	Buy	9,251 +3,713	+67%	+$83.8K	0.02%	179
2024 Q1	$126K	Buy	5,538 +3,052	+123%	+$69.6K	0.01%	193
2023 Q4	$57.4K	Hold	2,486	–	–	0.01%	193
2023 Q3	$54.4K	Hold	2,486	–	–	0.01%	186
2023 Q2	$55.8K	Hold	2,486	–	–	0.01%	186
2023 Q1	$56.9K	Hold	2,486	–	–	0.01%	188
2022 Q4	$55.1K	Buy	+2,486	New	+$54.8K	0.01%	176

Other funds holding IBDU

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

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Phillips Financial Management's IBDU Position: Q3 2026 in Review

Phillips Financial Management held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q3 2026 at 9,251 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #192.

Phillips Financial Management first reported a position in IBDU in Q4 2022 and has held it in 16 quarters since. The position peaked at $217K in Q3 2024. 163 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Phillips Financial Management held 9,251 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $210K as of Q3 2026.
Phillips Financial 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 0.02% of Phillips Financial Management's portfolio in Q3 2026, its #192 holding.
Phillips Financial Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2022 and has held it in 16 quarters since.
Phillips Financial Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $217K in Q3 2024.
163 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.