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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

RVW Wealth's IBDU Position: Q2 2026 in Review

RVW Wealth increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 5.4% in Q2 2026, buying an estimated $1.43M and bringing the position to 1,210,684 shares worth $28M. The position accounts for 1.85% of the portfolio, ranked #18.

RVW Wealth first reported a position in IBDU in Q4 2022 and has held it in 15 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

RVW Wealth held 1,210,684 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $28M as of Q2 2026.
RVW Wealth bought 61,905 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.43M.
iShares iBonds Dec 2029 Term Corporate ETF made up 1.85% of RVW Wealth's portfolio in Q2 2026, its #18 holding.
RVW Wealth first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.