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

Riverchase Wealth Management’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 		$304K Buy
+13,146
New +$305K 0.14% 71

Other funds holding IBDU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Riverchase Wealth Management's IBDU Position: Q2 2026 in Review

Riverchase Wealth Management opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 13,146 shares worth $304K. The stake represents 0.14% of the portfolio and ranks #71 among its holdings.

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

  • Riverchase Wealth Management held 13,146 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $304K as of Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF was a new Riverchase Wealth Management position in Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.14% of Riverchase Wealth Management's portfolio in Q2 2026, its #71 holding.
  • 131 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.