Valley Wealth Managers’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Valley Wealth Managers’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 Q1	$853K	Buy	36,675 +4,014	+12%	+$93.9K	0.05%	135
2025 Q4	$764K	Buy	32,661 +3,895	+14%	+$91.3K	0.05%	143
2025 Q3	$675K	Sell	28,766 -401	-1%	-$9.37K	0.04%	148
2025 Q2	$680K	Sell	29,167 -221	-0.8%	-$5.1K	0.05%	142
2025 Q1	$680K	Sell	29,388 -1,537	-5%	-$35.2K	0.05%	140
2024 Q4	$705K	Buy	30,925 +59	+0.2%	+$1.36K	0.05%	140
2024 Q3	$726K	Sell	30,866 -77	-0.2%	-$1.78K	0.05%	139
2024 Q2	$701K	Buy	30,943 +10,450	+51%	+$236K	0.06%	142
2024 Q1	$468K	Buy	+20,493	New	+$468K	0.04%	148

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Valley Wealth Managers's IBDU Position: Q1 2026 in Review

Valley Wealth Managers increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 12% in Q1 2026, buying an estimated $93.9K and bringing the position to 36,675 shares worth $853K. The position accounts for 0.05% of the portfolio, ranked #135.

Valley Wealth Managers first reported a position in IBDU in Q1 2024 and has held it in 9 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Valley Wealth Managers held 36,675 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $853K as of Q1 2026.
Valley Wealth Managers bought 4,014 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $93.9K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.05% of Valley Wealth Managers's portfolio in Q1 2026, its #135 holding.
Valley Wealth Managers first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.