Spectrum Wealth Counsel’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Spectrum Wealth Counsel’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
2025 Q1	$524K	Sell	22,657 -1,978	-8%	-$45.4K	0.06%	84
2024 Q4	$562K	Buy	24,635 +123	+0.5%	+$2.83K	0.07%	90
2024 Q3	$576K	Hold	24,512	–	–	0.07%	91
2024 Q2	$556K	Buy	24,512 +2,556	+12%	+$57.7K	0.07%	85
2024 Q1	$501K	Hold	21,956	–	–	0.06%	94
2023 Q4	$507K	Buy	+21,956	New	+$487K	0.07%	88

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spectrum Wealth Counsel's IBDU Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 8% in Q1 2025, selling an estimated $45.4K and leaving 22,657 shares worth $524K. The position accounts for 0.06% of the portfolio, ranked #84.

Spectrum Wealth Counsel first reported a position in IBDU in Q4 2023 and has held it in 6 quarters since. The position peaked at $576K in Q3 2024. 279 funds tracked by Wall St. Rank hold IBDU as of Q1 2025.

Spectrum Wealth Counsel held 22,657 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $524K as of Q1 2025.
Spectrum Wealth Counsel sold 1,978 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2025, an estimated $45.4K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.06% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #84 holding.
Spectrum Wealth Counsel first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $576K in Q3 2024.
279 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.