Wealthcare Advisory Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Wealthcare Advisory Partners’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	$28.3M	Buy	1,223,806 +41,435	+4%	+$960K	0.54%	35
2026 Q1	$27.5M	Buy	1,182,371 +37,240	+3%	+$871K	0.53%	34
2025 Q4	$26.8M	Buy	1,145,131 +29,301	+3%	+$687K	0.53%	33
2025 Q3	$26.2M	Buy	1,115,830 +53,366	+5%	+$1.25M	0.55%	34
2025 Q2	$24.8M	Buy	1,062,464 +82,444	+8%	+$1.9M	0.57%	33
2025 Q1	$22.7M	Buy	980,020 +172,099	+21%	+$3.95M	0.61%	32
2024 Q4	$18.4M	Buy	807,921 +205,066	+34%	+$4.72M	0.51%	37
2024 Q3	$14.2M	Buy	+602,855	New	+$14M	0.4%	50

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

Wealthcare Advisory Partners's IBDU Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 3.5% in Q2 2026, buying an estimated $960K and bringing the position to 1,223,806 shares worth $28.3M. The position accounts for 0.54% of the portfolio, ranked #35.

Wealthcare Advisory Partners first reported a position in IBDU in Q3 2024 and has held it in 8 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Wealthcare Advisory Partners held 1,223,806 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $28.3M as of Q2 2026.
Wealthcare Advisory Partners bought 41,435 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $960K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.54% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #35 holding.
Wealthcare Advisory Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.