SCG
IBDU icon

Sonata Capital Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Sonata Capital Group’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 		$4.3M Buy
185,740
+20,724
+13% +$480K 1.39% 21
2026
Q1 		$3.84M Buy
165,016
+36,281
+28% +$849K 1.42% 19
2025
Q4 		$3.01M Buy
128,735
+89,846
+231% +$2.11M 1.09% 23
2025
Q3 		$913K Buy
38,889
+26,289
+209% +$614K 0.34% 59
2025
Q2 		$294K Buy
+12,600
New +$291K 0.12% 93

Other funds holding IBDU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Sonata Capital Group's IBDU Position: Q2 2026 in Review

Sonata Capital Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 13% in Q2 2026, buying an estimated $480K and bringing the position to 185,740 shares worth $4.3M. The position accounts for 1.39% of the portfolio, ranked #21.

Sonata Capital Group first reported a position in IBDU in Q2 2025 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Sonata Capital Group held 185,740 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.3M as of Q2 2026.
  • Sonata Capital Group bought 20,724 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $480K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 1.39% of Sonata Capital Group's portfolio in Q2 2026, its #21 holding.
  • Sonata Capital Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 196 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.