XY Planning Network’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

XY Planning Network’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	$507K	Buy	+21,882	New	+$507K	0.06%	210

Other funds holding IBDU

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

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

XY Planning Network's IBDU Position: Q2 2026 in Review

XY Planning Network opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026: 21,882 shares worth $507K. The stake represents 0.06% of the portfolio and ranks #210 among its holdings.

131 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

XY Planning Network held 21,882 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $507K as of Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF was a new XY Planning Network position in Q2 2026.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.06% of XY Planning Network's portfolio in Q2 2026, its #210 holding.
131 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.