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

Walser 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
Q3 		$242K Buy
10,683
+1,135
+12% +$26.1K 0.1% 198
2026
Q2 		$221K Buy
+9,548
New +$221K 0.09% 199

Other funds holding IBDU

Shufro Rose & Co
Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Walser Wealth Management's IBDU Position: Q3 2026 in Review

Walser Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 12% in Q3 2026, buying an estimated $26.1K and bringing the position to 10,683 shares worth $242K. The position accounts for 0.1% of the portfolio, ranked #198.

Walser Wealth Management first reported a position in IBDU in Q2 2026 and has held it in 2 quarters since. 350 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Walser Wealth Management held 10,683 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $242K as of Q3 2026.
  • Walser Wealth Management bought 1,135 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $26.1K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.1% of Walser Wealth Management's portfolio in Q3 2026, its #198 holding.
  • Walser Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Walser Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.