Riverchase Wealth Management
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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
Q3 		$363K Buy
15,992
+2,846
+22% +$65.4K 0.18% 67
2026
Q2 		$304K Buy
+13,146
New +$305K 0.14% 71

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UBS Group
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Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Summitry LLC
Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Riverchase Wealth Management's IBDU Position: Q3 2026 in Review

Riverchase Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 22% in Q3 2026, buying an estimated $65.4K and bringing the position to 15,992 shares worth $363K. The position accounts for 0.18% of the portfolio, ranked #67.

Riverchase Wealth Management first reported a position in IBDU in Q2 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Riverchase Wealth Management held 15,992 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $363K as of Q3 2026.
  • Riverchase Wealth Management bought 2,846 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $65.4K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.18% of Riverchase Wealth Management's portfolio in Q3 2026, its #67 holding.
  • Riverchase Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Riverchase Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.