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
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

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

CAI

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Yoder Wealth Management's IBDU Position: Q3 2025 in Review

Yoder Wealth Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2025, closing a stake of 9,765 shares — an estimated $228K sold.

Yoder Wealth Management first reported a position in IBDU in Q1 2024 and held it in 5 quarters. The position peaked at $322K in Q1 2024. 322 funds tracked by Wall St. Rank hold IBDU as of Q3 2025.

Yoder Wealth Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Yoder Wealth Management sold 9,765 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2025, an estimated $228K.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and held it in 5 quarters.
Yoder Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $322K in Q1 2024.
322 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2025.

Based on Yoder Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.