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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
Q3 		$28.1M Buy
1,239,851
+29,167
+2% +$670K 1.81% 17
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

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

RVW Wealth's IBDU Position: Q3 2026 in Review

RVW Wealth increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.4% in Q3 2026, buying an estimated $670K and bringing the position to 1,239,851 shares worth $28.1M. The position accounts for 1.81% of the portfolio, ranked #17.

RVW Wealth first reported a position in IBDU in Q4 2022 and has held it in 16 quarters since. 35 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • RVW Wealth held 1,239,851 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $28.1M as of Q3 2026.
  • RVW Wealth bought 29,167 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $670K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 1.81% of RVW Wealth's portfolio in Q3 2026, its #17 holding.
  • RVW Wealth first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2022 and has held it in 16 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.