REDW Wealth’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

REDW Wealth’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 Q1	$320K	Buy	13,761 +341	+3%	+$7.98K	0.13%	85
2025 Q4	$314K	Hold	13,420	–	–	0.12%	84
2025 Q3	$315K	Hold	13,420	–	–	0.12%	83
2025 Q2	$313K	Hold	13,420	–	–	0.12%	75
2025 Q1	$310K	Hold	13,420	–	–	0.12%	77
2024 Q4	$306K	Sell	13,420 -5,084	-27%	-$117K	0.11%	77
2024 Q3	$435K	Buy	18,504 +371	+2%	+$8.6K	0.11%	100
2024 Q2	$411K	Buy	18,133 +1,465	+9%	+$33K	0.11%	104
2024 Q1	$380K	Buy	16,668 +3,730	+29%	+$85.1K	0.1%	103
2023 Q4	$298K	Buy	12,938 +3,274	+34%	+$72.6K	0.09%	113
2023 Q3	$212K	Buy	+9,664	New	+$215K	0.07%	133

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $6.8B AUM 26.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

REDW Wealth's IBDU Position: Q1 2026 in Review

REDW Wealth increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.5% in Q1 2026, buying an estimated $7.98K and bringing the position to 13,761 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #85.

REDW Wealth first reported a position in IBDU in Q3 2023 and has held it in 11 quarters since. The position peaked at $435K in Q3 2024. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

REDW Wealth held 13,761 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $320K as of Q1 2026.
REDW Wealth bought 341 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $7.98K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.13% of REDW Wealth's portfolio in Q1 2026, its #85 holding.
REDW Wealth first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
REDW Wealth's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $435K in Q3 2024.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.