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 Q3	$34.5M	Buy	1,519,966 +296,160	+24%	+$6.8M	0.58%	34
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

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Wealthcare Advisory Partners's IBDU Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 24% in Q3 2026, buying an estimated $6.8M and bringing the position to 1,519,966 shares worth $34.5M. The position accounts for 0.58% of the portfolio, ranked #34.

Wealthcare Advisory Partners first reported a position in IBDU in Q3 2024 and has held it in 9 quarters since. 368 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Wealthcare Advisory Partners held 1,519,966 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $34.5M as of Q3 2026.
Wealthcare Advisory Partners bought 296,160 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $6.8M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.58% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #34 holding.
Wealthcare Advisory Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 9 quarters since.
368 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.