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

WJ 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
Q3 		– Sell
-17,600
Closed -$408K – 83
2026
Q2 		$408K Buy
17,600
+3,600
+26% +$83.4K 0.16% 66
2026
Q1 		$326K Buy
14,000
+4,200
+43% +$98.3K 0.15% 65
2025
Q4 		$229K Buy
+9,800
New +$230K 0.1% 66

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Capital Investment Advisors
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Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

WJ Wealth Management's IBDU Position: Q3 2026 in Review

WJ Wealth Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2026, closing a stake of 17,600 shares — an estimated $408K sold.

WJ Wealth Management first reported a position in IBDU in Q4 2025 and held it in 3 quarters. The position peaked at $408K in Q2 2026. 258 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • WJ Wealth Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
  • WJ Wealth Management sold 17,600 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $408K.
  • WJ Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and held it in 3 quarters.
  • WJ Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $408K in Q2 2026.
  • 258 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.