Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.67M Buy
159,049
+42,649
+37% +$989K 0.01% 1197
2026
Q1 		$2.7M Buy
116,400
+23,973
+26% +$561K 0.01% 1231
2025
Q4 		$2.17M Buy
92,427
+6,470
+8% +$152K ﹤0.01% 1464
2025
Q3 		$2.01M Buy
85,957
+11,503
+15% +$269K ﹤0.01% 1434
2025
Q2 		$1.73M Sell
74,454
-5,358
-7% -$124K ﹤0.01% 1437
2025
Q1 		$1.85M Sell
79,812
-14,294
-15% -$328K ﹤0.01% 1287
2024
Q4 		$2.15M Buy
94,106
+7,380
+9% +$170K ﹤0.01% 1144
2024
Q3 		$2.04M Buy
86,726
+54,898
+172% +$1.27M ﹤0.01% 1040
2024
Q2 		$722K Buy
31,828
+7,110
+29% +$160K ﹤0.01% 1432
2024
Q1 		$564K Buy
24,718
+2,306
+10% +$52.6K ﹤0.01% 1507
2023
Q4 		$517K Buy
22,412
+5,560
+33% +$123K ﹤0.01% 1483
2023
Q3 		$369K Buy
+16,852
New +$375K ﹤0.01% 1613

Other funds holding IBDU

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBDU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 37% in Q2 2026, buying an estimated $989K and bringing the position to 159,049 shares worth $3.67M. The position accounts for 0.01% of the portfolio, ranked #1197.

Wealth Enhancement Advisory Services first reported a position in IBDU in Q3 2023 and has held it in 12 quarters since. 75 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 159,049 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.67M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 42,649 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $989K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1197 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.