Valley Wealth Managers
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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
Q3 		$836K Sell
36,823
-1,543
-4% -$35.4K 0.05% 142
2026
Q2 		$889K Buy
38,366
+1,691
+5% +$39.2K 0.05% 142
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

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
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
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
InvesTrust
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Valley Wealth Managers's IBDU Position: Q3 2026 in Review

Valley Wealth Managers reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4% in Q3 2026, selling an estimated $35.4K and leaving 36,823 shares worth $836K. The position accounts for 0.05% of the portfolio, ranked #142.

Valley Wealth Managers first reported a position in IBDU in Q1 2024 and has held it in 11 quarters since. The position peaked at $889K in Q2 2026. 105 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Valley Wealth Managers held 36,823 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $836K as of Q3 2026.
  • Valley Wealth Managers sold 1,543 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $35.4K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.05% of Valley Wealth Managers's portfolio in Q3 2026, its #142 holding.
  • Valley Wealth Managers first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
  • Valley Wealth Managers's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $889K in Q2 2026.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.