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

RVW Wealth’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 		$28M Buy
1,210,684
+61,905
+5% +$1.43M 1.85% 18
2026
Q1 		$26.7M Buy
1,148,779
+88,780
+8% +$2.08M 2.08% 16
2025
Q4 		$24.8M Buy
1,059,999
+120,240
+13% +$2.82M 1.89% 19
2025
Q3 		$22.1M Buy
939,759
+38,088
+4% +$890K 1.72% 20
2025
Q2 		$21M Buy
901,671
+70,895
+9% +$1.64M 1.79% 20
2025
Q1 		$19.2M Buy
830,776
+18,896
+2% +$433K 1.81% 19
2024
Q4 		$18.5M Buy
811,880
+743,743
+1,092% +$17.1M 1.73% 21
2024
Q3 		$1.6M Buy
68,137
+52,666
+340% +$1.22M 0.15% 55
2024
Q2 		$351K Sell
15,471
-1,704
-10% -$38.4K 0.04% 110
2024
Q1 		$392K Buy
17,175
+65
+0.4% +$1.48K 0.04% 101
2023
Q4 		$395K Buy
17,110
+1,333
+8% +$29.5K 0.04% 100
2023
Q3 		$346K Buy
15,777
+976
+7% +$21.7K 0.04% 105
2023
Q2 		$332K Buy
14,801
+5,045
+52% +$114K 0.04% 110
2023
Q1 		$223K Hold
9,756
– – 0.03% 147
2022
Q4 		$216K Buy
+9,756
New +$215K 0.03% 143

Other funds holding IBDU

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return