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Snider Financial Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Snider Financial 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 		$529K Sell
22,822
-10,198
-31% -$236K 0.13% 74
2026
Q1 		$768K Sell
33,020
-8,087
-20% -$189K 0.23% 56
2025
Q4 		$962K Sell
41,107
-19,600
-32% -$459K 0.26% 56
2025
Q3 		$1.42M Sell
60,707
-3,662
-6% -$85.5K 0.39% 50
2025
Q2 		$1.5M Buy
64,369
+184
+0.3% +$4.24K 0.43% 48
2025
Q1 		$1.48M Buy
64,185
+1,201
+2% +$27.5K 0.48% 45
2024
Q4 		$1.44M Buy
+62,984
New +$1.45M 0.44% 46

Other funds holding IBDU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Snider Financial Group's IBDU Position: Q2 2026 in Review

Snider Financial Group reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 31% in Q2 2026, selling an estimated $236K and leaving 22,822 shares worth $529K. The position accounts for 0.13% of the portfolio, ranked #74.

Snider Financial Group first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q2 2025. 128 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Snider Financial Group held 22,822 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $529K as of Q2 2026.
  • Snider Financial Group sold 10,198 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $236K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.13% of Snider Financial Group's portfolio in Q2 2026, its #74 holding.
  • Snider Financial Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • Snider Financial Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.5M in Q2 2025.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.