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 Q2	$319K	Hold	13,761	–	–	0.11%	89
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

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

REDW Wealth's IBDU Position: Q2 2026 in Review

REDW Wealth held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 13,761 shares worth $319K. The position accounts for 0.11% of the portfolio, ranked #89.

REDW Wealth first reported a position in IBDU in Q3 2023 and has held it in 12 quarters since. The position peaked at $435K in Q3 2024. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

REDW Wealth held 13,761 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $319K as of Q2 2026.
REDW Wealth 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 REDW Wealth's portfolio in Q2 2026, its #89 holding.
REDW Wealth first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
REDW Wealth's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $435K in Q3 2024.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.