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WealthPlan Investment Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

WealthPlan Investment 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
Q2 		$216K Hold
9,325
– – 0.01% 448
2026
Q1 		$217K Buy
+9,325
New +$218K 0.01% 439

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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

WealthPlan Investment Management's IBDU Position: Q2 2026 in Review

WealthPlan Investment Management held its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) position steady in Q2 2026 at 9,325 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #448.

WealthPlan Investment Management first reported a position in IBDU in Q1 2026 and has held it in 2 quarters since. The position peaked at $217K in Q1 2026. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • WealthPlan Investment Management held 9,325 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $216K as of Q2 2026.
  • WealthPlan Investment Management left its iShares iBonds Dec 2029 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #448 holding.
  • WealthPlan Investment Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • WealthPlan Investment Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $217K in Q1 2026.
  • 387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.