VVP
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Venture Visionary Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Venture Visionary Partners’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 		$36.8M Buy
1,620,932
+129,568
+9% +$2.98M 0.96% 17
2026
Q2 		$34.5M Sell
1,491,364
-2,302
-0.2% -$53.4K 0.96% 19
2026
Q1 		$34.7M Buy
1,493,666
+142,049
+11% +$3.32M 1.16% 14
2025
Q4 		$31.8M Buy
1,351,617
+57,299
+4% +$1.34M 1.04% 17
2025
Q3 		$30.4M Sell
1,294,318
-229,098
-15% -$5.35M 1.04% 17
2025
Q2 		$35.5M Buy
1,523,416
+164,023
+12% +$3.78M 1.33% 14
2025
Q1 		$31.4M Sell
1,359,393
-2,340
-0.2% -$53.7K 1.32% 15
2024
Q4 		$31M Buy
1,361,733
+120,010
+10% +$2.76M 1.32% 13
2024
Q3 		$29.2M Buy
1,241,723
+198,563
+19% +$4.6M 1.27% 13
2024
Q2 		$23.6M Buy
1,043,160
+76,206
+8% +$1.72M 1.09% 15
2024
Q1 		$22.1M Buy
966,954
+267,169
+38% +$6.1M 1.05% 18
2023
Q4 		$16.1M Buy
699,785
+358,070
+105% +$7.94M 0.85% 22
2023
Q3 		$7.48M Buy
341,715
+12,248
+4% +$272K 0.45% 60
2023
Q2 		$7.4M Buy
329,467
+18,389
+6% +$417K 0.44% 60
2023
Q1 		$7.12M Buy
311,078
+13,157
+4% +$297K 0.45% 58
2022
Q4 		$6.6M Buy
+297,921
New +$6.56M 0.48% 52

Other funds holding IBDU

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
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Venture Visionary Partners's IBDU Position: Q3 2026 in Review

Venture Visionary Partners increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 8.7% in Q3 2026, buying an estimated $2.98M and bringing the position to 1,620,932 shares worth $36.8M. The position accounts for 0.96% of the portfolio, ranked #17.

Venture Visionary Partners first reported a position in IBDU in Q4 2022 and has held it in 16 quarters since. 17 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Venture Visionary Partners held 1,620,932 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $36.8M as of Q3 2026.
  • Venture Visionary Partners bought 129,568 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $2.98M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.96% of Venture Visionary Partners's portfolio in Q3 2026, its #17 holding.
  • Venture Visionary Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2022 and has held it in 16 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.