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Private Portfolio Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Private Portfolio Partners’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
2024
Q4 		$301K Hold
13,200
– – 0.06% 236
2024
Q3 		$310K Buy
+13,200
New +$306K 0.06% 222

Other funds holding IBDU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Portfolio Partners's IBDU Position: Q4 2024 in Review

Private Portfolio Partners held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q4 2024 at 13,200 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #236.

Private Portfolio Partners first reported a position in IBDU in Q3 2024 and has held it in 2 quarters since. The position peaked at $310K in Q3 2024. 256 funds tracked by Wall St. Rank hold IBDU as of Q4 2024.

  • Private Portfolio Partners held 13,200 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $301K as of Q4 2024.
  • Private Portfolio Partners left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q4 2024.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.06% of Private Portfolio Partners's portfolio in Q4 2024, its #236 holding.
  • Private Portfolio Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 2 quarters since.
  • Private Portfolio Partners's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $310K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.