Wells Financial Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Wells Financial Advisors’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
2025 Q1	–	Sell	-4,000	Closed	-$91.2K	–	80
2024 Q4	$91.2K	Hold	4,000	–	–	0.12%	51
2024 Q3	$94K	Sell	4,000 -2,250	-36%	-$52.2K	0.13%	50
2024 Q2	$142K	Hold	6,250	–	–	0.09%	56
2024 Q1	$143K	Hold	6,250	–	–	0.1%	47
2023 Q4	$144K	Buy	6,250 +2,250	+56%	+$49.9K	0.1%	43
2023 Q3	$87.6K	Hold	4,000	–	–	0.07%	48
2023 Q2	$89.8K	Hold	4,000	–	–	0.07%	47
2023 Q1	$91.5K	Hold	4,000	–	–	0.07%	49
2022 Q4	$88.7K	Buy	+4,000	New	+$88.1K	0.07%	49

Other funds holding IBDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Financial Advisors's IBDU Position: Q1 2025 in Review

Wells Financial Advisors sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q1 2025, closing a stake of 4,000 shares — an estimated $91.2K sold.

Wells Financial Advisors first reported a position in IBDU in Q4 2022 and held it in 9 quarters. The position peaked at $144K in Q4 2023. 279 funds tracked by Wall St. Rank hold IBDU as of Q1 2025.

Wells Financial Advisors reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
Wells Financial Advisors sold 4,000 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2025, an estimated $91.2K.
Wells Financial Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2022 and held it in 9 quarters.
Wells Financial Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $144K in Q4 2023.
279 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2025.

Based on Wells Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.