Rossby Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Rossby Financial’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	$60K	Buy	2,645 +951	+56%	+$21.8K	0.01%	861
2026 Q2	$39.2K	Buy	1,694 +870	+106%	+$20.2K	0.01%	776
2026 Q1	$19.1K	Buy	824 +394	+92%	+$9.22K	﹤0.01%	1024
2025 Q4	$10.1K	Sell	430 -302	-41%	-$7.08K	﹤0.01%	926
2025 Q3	$17.2K	Hold	732	–	–	0.01%	745
2025 Q2	$17.1K	Hold	732	–	–	0.01%	686
2025 Q1	$16.9K	Buy	+732	New	+$16.8K	0.01%	645

Other funds holding IBDU

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Rossby Financial's IBDU Position: Q3 2026 in Review

Rossby Financial increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 56% in Q3 2026, buying an estimated $21.8K and bringing the position to 2,645 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #861.

Rossby Financial first reported a position in IBDU in Q1 2025 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Rossby Financial held 2,645 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $60K as of Q3 2026.
Rossby Financial bought 951 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $21.8K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #861 holding.
Rossby Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
261 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.