Spartan Wealth Advisory Services LLC’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Spartan Wealth Advisory Services LLC’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	$257K	Sell	11,081 -7,088	-39%	-$164K	0.02%	284
2026 Q1	$423K	Buy	+18,169	New	+$425K	0.04%	228

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 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 $80B AUM 26.12% 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's IBDU Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 39% in Q2 2026, selling an estimated $164K and leaving 11,081 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #284.

Spartan Wealth Advisory Services LLC first reported a position in IBDU in Q1 2026 and has held it in 2 quarters since. The position peaked at $423K in Q1 2026. 373 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Spartan Wealth Advisory Services LLC held 11,081 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $257K as of Q2 2026.
Spartan Wealth Advisory Services LLC sold 7,088 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $164K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #284 holding.
Spartan Wealth Advisory Services LLC first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
Spartan Wealth Advisory Services LLC's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $423K in Q1 2026.
373 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.