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Talisman Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Talisman Wealth Advisors’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
2024
Q4 		– Sell
-10,249
Closed -$241K – 108
2024
Q3 		$241K Buy
+10,249
New +$238K 0.25% 95

Other funds holding IBDU

Bank of America
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Talisman Wealth Advisors's IBDU Position: Q4 2024 in Review

Talisman Wealth Advisors sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q4 2024, closing a stake of 10,249 shares — an estimated $241K sold.

Talisman Wealth Advisors first reported a position in IBDU in Q3 2024 and held it in 1 quarter. The position peaked at $241K in Q3 2024. 257 funds tracked by Wall St. Rank hold IBDU as of Q4 2024.

  • Talisman Wealth Advisors reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Talisman Wealth Advisors sold 10,249 iShares iBonds Dec 2029 Term Corporate ETF shares in Q4 2024, an estimated $241K.
  • Talisman Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Talisman Wealth Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $241K in Q3 2024.
  • 257 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q4 2024.

Based on Talisman Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.