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SOA Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

SOA Wealth Advisors’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 		– Sell
-1
Closed -$16 – 923
2026
Q1 		$16 Sell
1
-161
-99% -$3.77K ﹤0.01% 860
2025
Q4 		$3.79K Hold
162
– – ﹤0.01% 676
2025
Q3 		$3.79K Buy
+162
New +$3.78K ﹤0.01% 686

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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

SOA Wealth Advisors's IBDU Position: Q2 2026 in Review

SOA Wealth Advisors sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 1 share — an estimated $16 sold.

SOA Wealth Advisors first reported a position in IBDU in Q3 2025 and held it in 3 quarters. The position peaked at $3.79K in Q3 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • SOA Wealth Advisors reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 1 iShares iBonds Dec 2029 Term Corporate ETF share in Q2 2026, an estimated $16.
  • SOA Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and held it in 3 quarters.
  • SOA Wealth Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $3.79K in Q3 2025.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.