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Sarver Vrooman Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Sarver Vrooman Wealth Advisors’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 		$358K Buy
15,767
+2,015
+15% +$46.3K 0.21% 12
2026
Q2 		$318K Sell
13,752
-12
-0.1% -$278 0.19% 13
2026
Q1 		$320K Buy
13,764
+897
+7% +$21K 0.2% 11
2025
Q4 		$301K Buy
12,867
+1,833
+17% +$43K 0.19% 13
2025
Q3 		$259K Buy
11,034
+564
+5% +$13.2K 0.17% 16
2025
Q2 		$244K Buy
10,470
+9,276
+777% +$214K 0.16% 13
2025
Q1 		$27.6K Buy
+1,194
New +$27.4K 0.02% 98

Other funds holding IBDU

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
LF
LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's IBDU Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 15% in Q3 2026, buying an estimated $46.3K and bringing the position to 15,767 shares worth $358K. The position accounts for 0.21% of the portfolio, ranked #12.

Sarver Vrooman Wealth Advisors first reported a position in IBDU in Q1 2025 and has held it in 7 quarters since. 26 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Sarver Vrooman Wealth Advisors held 15,767 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $358K as of Q3 2026.
  • Sarver Vrooman Wealth Advisors bought 2,015 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $46.3K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.21% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #12 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.