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 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

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 $6.22B AUM 22.28% 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

Redwood Financial Network's IBDU Position: Q1 2026 in Review

Redwood Financial Network increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.4% in Q1 2026, buying an estimated $27.5K and bringing the position to 27,933 shares worth $650K. The position accounts for 0.43% of the portfolio, ranked #63.

Redwood Financial Network first reported a position in IBDU in Q2 2024 and has held it in 8 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Redwood Financial Network held 27,933 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $650K as of Q1 2026.
Redwood Financial Network bought 1,174 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $27.5K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.43% of Redwood Financial Network's portfolio in Q1 2026, its #63 holding.
Redwood Financial Network first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.