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 Q2	$408K	Buy	17,600 +3,600	+26%	+$83.5K	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

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

WJ Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 26% in Q2 2026, buying an estimated $83.5K and bringing the position to 17,600 shares worth $408K. The position accounts for 0.16% of the portfolio, ranked #66.

WJ Wealth Management first reported a position in IBDU in Q4 2025 and has held it in 3 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

WJ Wealth Management held 17,600 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $408K as of Q2 2026.
WJ Wealth Management bought 3,600 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $83.5K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.16% of WJ Wealth Management's portfolio in Q2 2026, its #66 holding.
WJ Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.