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

Virginia Wealth Management Group’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	$4.63M	Sell	199,115 -1,470	-0.7%	-$34.4K	2.48%	19
2025 Q4	$4.69M	Buy	200,585 +6,240	+3%	+$146K	2.74%	16
2025 Q3	$4.56M	Buy	194,345 +15,160	+8%	+$354K	2.63%	19
2025 Q2	$4.18M	Buy	179,185 +4,480	+3%	+$103K	2.54%	21
2025 Q1	$4.04M	Buy	174,705 +20,200	+13%	+$463K	2.5%	20
2024 Q4	$3.52M	Buy	+154,505	New	+$3.56M	2.18%	24

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

Virginia Wealth Management Group's IBDU Position: Q1 2026 in Review

Virginia Wealth Management Group reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.73% in Q1 2026, selling an estimated $34.4K and leaving 199,115 shares worth $4.63M. The position accounts for 2.48% of the portfolio, ranked #19.

Virginia Wealth Management Group first reported a position in IBDU in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.69M in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Virginia Wealth Management Group held 199,115 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.63M as of Q1 2026.
Virginia Wealth Management Group sold 1,470 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $34.4K.
iShares iBonds Dec 2029 Term Corporate ETF made up 2.48% of Virginia Wealth Management Group's portfolio in Q1 2026, its #19 holding.
Virginia Wealth Management Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
Virginia Wealth Management Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4.69M in Q4 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Virginia Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.