SPWG
IBDU icon

Syntegra Private Wealth Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Syntegra Private Wealth 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 		$3.96M Sell
171,113
-5,395
-3% -$125K 0.31% 32
2026
Q1 		$4.11M Sell
176,508
-4,957
-3% -$116K 0.39% 31
2025
Q4 		$4.25M Buy
181,465
+22,673
+14% +$531K 0.39% 30
2025
Q3 		$3.73M Buy
158,792
+43,647
+38% +$1.02M 0.35% 33
2025
Q2 		$2.69M Buy
+115,145
New +$2.66M 0.27% 35

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

Syntegra Private Wealth Group's IBDU Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 3.1% in Q2 2026, selling an estimated $125K and leaving 171,113 shares worth $3.96M. The position accounts for 0.31% of the portfolio, ranked #32.

Syntegra Private Wealth Group first reported a position in IBDU in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.25M in Q4 2025. 116 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Syntegra Private Wealth Group held 171,113 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.96M as of Q2 2026.
  • Syntegra Private Wealth Group sold 5,395 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $125K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.31% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #32 holding.
  • Syntegra Private Wealth Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • Syntegra Private Wealth Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4.25M in Q4 2025.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.