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

Segment Wealth Management’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 		$2.36M Buy
101,690
+12,485
+14% +$289K 0.12% 115
2026
Q1 		$2.07M Buy
89,205
+13,885
+18% +$325K 0.12% 119
2025
Q4 		$1.76M Buy
75,320
+430
+0.6% +$10.1K 0.1% 111
2025
Q3 		$1.76M Buy
74,890
+840
+1% +$19.6K 0.11% 116
2025
Q2 		$1.73M Sell
74,050
-520
-0.7% -$12K 0.11% 117
2025
Q1 		$1.72M Buy
74,570
+5,890
+9% +$135K 0.12% 106
2024
Q4 		$1.57M Buy
68,680
+7,835
+13% +$180K 0.11% 113
2024
Q3 		$1.43M Buy
60,845
+4,520
+8% +$105K 0.1% 122
2024
Q2 		$1.28M Buy
56,325
+4,255
+8% +$96K 0.09% 131
2024
Q1 		$1.19M Buy
52,070
+25,995
+100% +$593K 0.09% 135
2023
Q4 		$602K Buy
26,075
+12,300
+89% +$273K 0.05% 167
2023
Q3 		$302K Buy
+13,775
New +$306K 0.03% 186

Other funds holding IBDU

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Segment Wealth Management's IBDU Position: Q2 2026 in Review

Segment Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 14% in Q2 2026, buying an estimated $289K and bringing the position to 101,690 shares worth $2.36M. The position accounts for 0.12% of the portfolio, ranked #115.

Segment Wealth Management first reported a position in IBDU in Q3 2023 and has held it in 12 quarters since. 87 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Segment Wealth Management held 101,690 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.36M as of Q2 2026.
  • Segment Wealth Management bought 12,485 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $289K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.12% of Segment Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Segment Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
  • 87 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.