Seven Springs Wealth Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Seven Springs Wealth 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 Q2	$26.9M	Sell	1,161,935 -2,683	-0.2%	-$62.2K	5.87%	5
2026 Q1	$27.1M	Buy	1,164,618 +15,072	+1%	+$353K	6.26%	4
2025 Q4	$26.9M	Buy	1,149,546 +174,424	+18%	+$4.09M	7.69%	3
2025 Q3	$22.9M	Buy	975,122 +119,539	+14%	+$2.79M	5.54%	4
2025 Q2	$20M	Buy	855,583 +80,971	+10%	+$1.87M	4.94%	4
2025 Q1	$17.9M	Buy	774,612 +76,401	+11%	+$1.75M	6.39%	3
2024 Q4	$15.9M	Buy	698,211 +53,983	+8%	+$1.24M	5.93%	3
2024 Q3	$15.1M	Buy	644,228 +12,444	+2%	+$288K	5.5%	3
2024 Q2	$14.3M	Buy	631,784 +123,932	+24%	+$2.8M	5.6%	3
2024 Q1	$11.6M	Buy	+507,852	New	+$11.6M	4.45%	4

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

Seven Springs Wealth Group's IBDU Position: Q2 2026 in Review

Seven Springs Wealth Group reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.23% in Q2 2026, selling an estimated $62.2K and leaving 1,161,935 shares worth $26.9M. The position accounts for 5.87% of the portfolio, ranked #5.

Seven Springs Wealth Group first reported a position in IBDU in Q1 2024 and has held it in 10 quarters since. The position peaked at $27.1M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Seven Springs Wealth Group held 1,161,935 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $26.9M as of Q2 2026.
Seven Springs Wealth Group sold 2,683 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $62.2K.
iShares iBonds Dec 2029 Term Corporate ETF made up 5.87% of Seven Springs Wealth Group's portfolio in Q2 2026, its #5 holding.
Seven Springs Wealth Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Seven Springs Wealth Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $27.1M in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.