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Venturi Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Venturi Wealth Management’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 		$16.6K Hold
717
– – ﹤0.01% 629
2026
Q1 		$16.7K Hold
717
– – ﹤0.01% 600
2025
Q4 		$16.8K Hold
717
– – ﹤0.01% 580
2025
Q3 		$16.8K Buy
+717
New +$16.7K ﹤0.01% 563
2025
Q1 		– Sell
-717
Closed -$16.3K – 1168
2024
Q4 		$16.3K Buy
+717
New +$16.5K ﹤0.01% 1306

Other funds holding IBDU

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Venturi Wealth Management's IBDU Position: Q2 2026 in Review

Venturi Wealth Management held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 717 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Venturi Wealth Management first reported a position in IBDU in Q4 2024 and has held it in 5 quarters since. The position peaked at $16.8K in Q3 2025. 80 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Venturi Wealth Management held 717 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $16.6K as of Q2 2026.
  • Venturi Wealth Management left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up ﹤0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #629 holding.
  • Venturi Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 5 quarters since.
  • Venturi Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $16.8K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.