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S.E.E.D. Planning Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

S.E.E.D. Planning Group’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 		$423K Sell
18,632
-891
-5% -$20.5K 0.1% 78
2026
Q2 		$452K Buy
+19,523
New +$453K 0.12% 78

Other funds holding IBDU

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

S.E.E.D. Planning Group's IBDU Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.6% in Q3 2026, selling an estimated $20.5K and leaving 18,632 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #78.

S.E.E.D. Planning Group first reported a position in IBDU in Q2 2026 and has held it in 2 quarters since. The position peaked at $452K in Q2 2026. 64 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • S.E.E.D. Planning Group held 18,632 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $423K as of Q3 2026.
  • S.E.E.D. Planning Group sold 891 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $20.5K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.1% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #78 holding.
  • S.E.E.D. Planning Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • S.E.E.D. Planning Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $452K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.