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Trust Company’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Trust Company’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 		$74.6K Sell
3,289
-729
-18% -$16.7K 0.01% 274
2026
Q2 		$93.1K Hold
4,018
– – 0.01% 236
2026
Q1 		$93.5K Buy
4,018
+15
+0.4% +$351 0.01% 231
2025
Q4 		$93.7K Buy
4,003
+727
+22% +$17K 0.01% 230
2025
Q3 		$76.9K Hold
3,276
– – 0.01% 190
2025
Q2 		$76.4K Hold
3,276
– – 0.01% 194
2025
Q1 		$75.8K Buy
3,276
+1,095
+50% +$25.1K 0.01% 201
2024
Q4 		$49.7K Hold
2,181
– – 0.01% 227
2024
Q3 		$51.3K Hold
2,181
– – 0.01% 196
2024
Q2 		$49.4K Hold
2,181
– – 0.01% 189
2024
Q1 		$49.8K Buy
+2,181
New +$49.8K 0.01% 186

Other funds holding IBDU

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Trust Company's IBDU Position: Q3 2026 in Review

Trust Company reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 18% in Q3 2026, selling an estimated $16.7K and leaving 3,289 shares worth $74.6K. The position accounts for 0.01% of the portfolio, ranked #274.

Trust Company first reported a position in IBDU in Q1 2024 and has held it in 11 quarters since. The position peaked at $93.7K in Q4 2025. 17 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Trust Company held 3,289 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $74.6K as of Q3 2026.
  • Trust Company sold 729 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $16.7K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Trust Company's portfolio in Q3 2026, its #274 holding.
  • Trust Company first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
  • Trust Company's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $93.7K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.