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 Q2	$5.78M	Buy	249,415 +50,300	+25%	+$1.17M	2.88%	12
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

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

Virginia Wealth Management Group's IBDU Position: Q2 2026 in Review

Virginia Wealth Management Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 25% in Q2 2026, buying an estimated $1.17M and bringing the position to 249,415 shares worth $5.78M. The position accounts for 2.88% of the portfolio, ranked #12.

Virginia Wealth Management Group first reported a position in IBDU in Q4 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Virginia Wealth Management Group held 249,415 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $5.78M as of Q2 2026.
Virginia Wealth Management Group bought 50,300 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.17M.
iShares iBonds Dec 2029 Term Corporate ETF made up 2.88% of Virginia Wealth Management Group's portfolio in Q2 2026, its #12 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 7 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.