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Sound Income Strategies’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Sound Income Strategies’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
-1,000
Closed -$23.2K – 1349
2026
Q1 		$23.2K Hold
1,000
– – ﹤0.01% 1121
2025
Q4 		$23.4K Hold
1,000
– – ﹤0.01% 1086
2025
Q3 		$23.4K Buy
+1,000
New +$23.4K ﹤0.01% 769

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 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 $80B AUM 26.12% 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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sound Income Strategies's IBDU Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 1,000 shares — an estimated $23.2K sold.

Sound Income Strategies first reported a position in IBDU in Q3 2025 and held it in 3 quarters. The position peaked at $23.4K in Q4 2025. 339 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,000 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $23.2K.
  • Sound Income Strategies first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $23.4K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.