Robbins Farley’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Robbins Farley’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	$426K	Buy	18,772 +165	+0.9%	+$3.79K	0.16%	59
2026 Q2	$431K	Buy	18,607 +14	+0.1%	+$325	0.17%	55
2026 Q1	$432K	Buy	18,593 +2,150	+13%	+$50.3K	0.19%	55
2025 Q4	$385K	Buy	16,443 +8,281	+101%	+$194K	0.17%	55
2025 Q3	$192K	Buy	8,162 +3,837	+89%	+$89.6K	0.08%	62
2025 Q2	$101K	Buy	+4,325	New	+$100K	0.05%	67

Other funds holding IBDU

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Robbins Farley's IBDU Position: Q3 2026 in Review

Robbins Farley increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.89% in Q3 2026, buying an estimated $3.79K and bringing the position to 18,772 shares worth $426K. The position accounts for 0.16% of the portfolio, ranked #59.

Robbins Farley first reported a position in IBDU in Q2 2025 and has held it in 6 quarters since. The position peaked at $432K in Q1 2026. 96 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Robbins Farley held 18,772 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $426K as of Q3 2026.
Robbins Farley bought 165 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $3.79K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.16% of Robbins Farley's portfolio in Q3 2026, its #59 holding.
Robbins Farley first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 6 quarters since.
Robbins Farley's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $432K in Q1 2026.
96 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Robbins Farley's 13F filing for Q3 2026, filed 21 Oct 2026.