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Whalen Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Whalen Wealth 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 		$3.64M Buy
157,041
+410
+0.3% +$9.5K 1.64% 12
2026
Q1 		$3.64M Sell
156,631
-367
-0.2% -$8.59K 1.95% 11
2025
Q4 		$3.67M Sell
156,998
-96,181
-38% -$2.25M 1.97% 11
2025
Q3 		$5.94M Buy
+253,179
New +$5.91M 3.47% 4

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

Whalen Wealth Management's IBDU Position: Q2 2026 in Review

Whalen Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.26% in Q2 2026, buying an estimated $9.5K and bringing the position to 157,041 shares worth $3.64M. The position accounts for 1.64% of the portfolio, ranked #12.

Whalen Wealth Management first reported a position in IBDU in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.94M in Q3 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Whalen Wealth Management held 157,041 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.64M as of Q2 2026.
  • Whalen Wealth Management bought 410 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $9.5K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 1.64% of Whalen Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Whalen Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Whalen Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $5.94M in Q3 2025.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.