Spire Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Spire Wealth Management’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 Q4	–	Sell	-694	Closed	-$16.3K	–	2396
2025 Q3	$16.3K	Buy	+694	New	+$16.2K	﹤0.01%	1590

Other funds holding IBDU

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SRC

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spire Wealth Management's IBDU Position: Q4 2025 in Review

Spire Wealth Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2025, closing a stake of 694 shares — an estimated $16.3K sold.

Spire Wealth Management first reported a position in IBDU in Q3 2025 and held it in 1 quarter. The position peaked at $16.3K in Q3 2025. 356 funds tracked by Wall St. Rank hold IBDU as of Q4 2025.

Spire Wealth Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 694 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2025, an estimated $16.3K.
Spire Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
Spire Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $16.3K in Q3 2025.
356 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.