Robinson Smith Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Robinson Smith Wealth Advisors’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	$627K	Buy	26,940 +32	+0.1%	+$749	0.42%	40
2025 Q4	$630K	Buy	26,908 +345	+1%	+$8.09K	0.43%	43
2025 Q3	$623K	Buy	26,563 +866	+3%	+$20.2K	0.45%	41
2025 Q2	$600K	Buy	25,697 +46	+0.2%	+$1.06K	0.48%	40
2025 Q1	$593K	Buy	25,651 +11,542	+82%	+$265K	0.5%	40
2024 Q4	$322K	Hold	14,109	–	–	0.27%	60
2024 Q3	$332K	Buy	14,109 +507	+4%	+$11.8K	0.28%	60
2024 Q2	$308K	Buy	+13,602	New	+$307K	0.27%	67

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

Robinson Smith Wealth Advisors's IBDU Position: Q1 2026 in Review

Robinson Smith Wealth Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.12% in Q1 2026, buying an estimated $749 and bringing the position to 26,940 shares worth $627K. The position accounts for 0.42% of the portfolio, ranked #40.

Robinson Smith Wealth Advisors first reported a position in IBDU in Q2 2024 and has held it in 8 quarters since. The position peaked at $630K in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Robinson Smith Wealth Advisors held 26,940 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $627K as of Q1 2026.
Robinson Smith Wealth Advisors bought 32 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $749.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.42% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #40 holding.
Robinson Smith Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
Robinson Smith Wealth Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $630K in Q4 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.