TABR Capital Management
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TABR Capital Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

TABR Capital 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
2026
Q3 		$1.38M Buy
60,924
+9,032
+17% +$208K 1.01% 17
2026
Q2 		$1.2M Buy
+51,892
New +$1.2M 1.02% 17

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Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

TABR Capital Management's IBDU Position: Q3 2026 in Review

TABR Capital Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 17% in Q3 2026, buying an estimated $208K and bringing the position to 60,924 shares worth $1.38M. The position accounts for 1.01% of the portfolio, ranked #17.

TABR Capital Management first reported a position in IBDU in Q2 2026 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • TABR Capital Management held 60,924 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.38M as of Q3 2026.
  • TABR Capital Management bought 9,032 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $208K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 1.01% of TABR Capital Management's portfolio in Q3 2026, its #17 holding.
  • TABR Capital Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on TABR Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.