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 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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Prosperity Planning's IBDU Position: Q2 2026 in Review

Prosperity Planning held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 0 shares worth $463K. The position accounts for 0.11% of the portfolio, ranked #82.

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. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Prosperity Planning held 0 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $463K as of Q2 2026.
Prosperity Planning left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.11% of Prosperity Planning's portfolio in Q2 2026, its #82 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.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.