PP
IBDU icon

Prosperity Planning’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Prosperity Planning’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 		– Hold
0
– – – 84
2026
Q2 		– Hold
0
– – – 82
2026
Q1 		– Hold
0
– – – 78
2025
Q4 		– Hold
0
– – – 76
2025
Q3 		– Hold
0
– – – 79
2025
Q2 		– Hold
0
– – – 79
2025
Q1 		– Hold
0
– – – 76
2024
Q4 		– Hold
0
– – – 83
2024
Q3 		– Sell
-14,243
Closed -$330K – 86
2024
Q2 		$323K Buy
+14,243
New +$321K 0.11% 83

Other funds holding IBDU

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Prosperity Planning's IBDU Position: Q3 2026 in Review

Prosperity Planning held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q3 2026 at 0 shares worth $487K. The position accounts for 0.11% of the portfolio, ranked #84.

Prosperity Planning first reported a position in IBDU in Q2 2024 and has held it in 1 quarter since. The position peaked at $323K in Q2 2024. 17 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Prosperity Planning held 0 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $487K as of Q3 2026.
  • Prosperity Planning left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.11% of Prosperity Planning's portfolio in Q3 2026, its #84 holding.
  • Prosperity Planning first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 1 quarter since.
  • Prosperity Planning's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $323K in Q2 2024.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.