SignatureFD’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

SignatureFD’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	$699K	Buy	30,809 +17,355	+129%	+$399K	0.01%	578
2026 Q2	$312K	Buy	13,454 +2,161	+19%	+$50.1K	﹤0.01%	878
2026 Q1	$263K	Buy	11,293 +2,751	+32%	+$64.4K	﹤0.01%	861
2025 Q4	$200K	Buy	8,542 +212	+3%	+$4.97K	﹤0.01%	973
2025 Q3	$196K	Buy	8,330 +6,594	+380%	+$154K	﹤0.01%	973
2025 Q2	$40.5K	Hold	1,736	–	–	﹤0.01%	1698
2025 Q1	$40.2K	Buy	+1,736	New	+$39.8K	﹤0.01%	1705
2024 Q3	–	Sell	-1,000	Closed	-$22.7K	–	3281
2024 Q2	$22.7K	Buy	+1,000	New	+$22.6K	﹤0.01%	1899

Other funds holding IBDU

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

SignatureFD's IBDU Position: Q3 2026 in Review

SignatureFD increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 129% in Q3 2026, buying an estimated $399K and bringing the position to 30,809 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #578.

SignatureFD first reported a position in IBDU in Q2 2024 and has held it in 8 quarters since. 256 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

SignatureFD held 30,809 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $699K as of Q3 2026.
SignatureFD bought 17,355 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $399K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of SignatureFD's portfolio in Q3 2026, its #578 holding.
SignatureFD first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2024 and has held it in 8 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.