Redwood Financial Network’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Redwood Financial Network’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	$645K	Sell	27,871 -62	-0.2%	-$1.44K	0.36%	76
2026 Q1	$650K	Buy	27,933 +1,174	+4%	+$27.5K	0.43%	63
2025 Q4	$626K	Buy	26,759 +2,870	+12%	+$67.3K	0.4%	71
2025 Q3	$561K	Buy	23,889 +5,070	+27%	+$118K	0.36%	87
2025 Q2	$439K	Buy	18,819 +2,107	+13%	+$48.6K	0.3%	102
2025 Q1	$387K	Buy	16,712 +1,227	+8%	+$28.1K	0.29%	104
2024 Q4	$353K	Buy	15,485 +2,998	+24%	+$69.1K	0.26%	108
2024 Q3	$294K	Buy	12,487 +2,251	+22%	+$52.2K	0.23%	114
2024 Q2	$232K	Buy	+10,236	New	+$231K	0.19%	127

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

Redwood Financial Network's IBDU Position: Q2 2026 in Review

Redwood Financial Network reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.22% in Q2 2026, selling an estimated $1.44K and leaving 27,871 shares worth $645K. The position accounts for 0.36% of the portfolio, ranked #76.

Redwood Financial Network first reported a position in IBDU in Q2 2024 and has held it in 9 quarters since. The position peaked at $650K in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Redwood Financial Network held 27,871 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $645K as of Q2 2026.
Redwood Financial Network sold 62 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.44K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.36% of Redwood Financial Network's portfolio in Q2 2026, its #76 holding.
Redwood Financial Network first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
Redwood Financial Network's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $650K in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.