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 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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Valley Wealth Managers's IBDU Position: Q2 2026 in Review

Valley Wealth Managers increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.6% in Q2 2026, buying an estimated $39.2K and bringing the position to 38,366 shares worth $889K. 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 10 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Valley Wealth Managers held 38,366 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $889K as of Q2 2026.
Valley Wealth Managers bought 1,691 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $39.2K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.05% of Valley Wealth Managers's portfolio in Q2 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 10 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.