YWM
IBDU icon

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

Yoder 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 		$201K Buy
+8,865
New +$204K 0.08% 134
2025
Q3 		– Sell
-9,765
Closed -$228K – 116
2025
Q2 		$228K Hold
9,765
– – 0.12% 104
2025
Q1 		$226K Hold
9,765
– – 0.13% 98
2024
Q4 		$223K Hold
9,765
– – 0.12% 101
2024
Q3 		$230K Buy
+9,765
New +$226K 0.14% 103
2024
Q2 		– Sell
-14,100
Closed -$322K – 108
2024
Q1 		$322K Buy
+14,100
New +$322K 0.21% 73

Other funds holding IBDU

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

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

Yoder Wealth Management opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2026: 8,865 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #134 among its holdings. This is a return to the name: Yoder Wealth Management previously reported a position in IBDU as recently as Q2 2025.

Yoder Wealth Management first reported a position in IBDU in Q1 2024 and has held it in 6 quarters since. The position peaked at $322K in Q1 2024. 35 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Yoder Wealth Management held 8,865 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $201K as of Q3 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF was a new Yoder Wealth Management position in Q3 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.08% of Yoder Wealth Management's portfolio in Q3 2026, its #134 holding.
  • Yoder Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 6 quarters since.
  • Yoder Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $322K in Q1 2024.
  • 35 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.