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Sound Income Strategies’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Sound Income Strategies’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-400
Closed -$10.1K – 1348
2026
Q1 		$10.1K Hold
400
– – ﹤0.01% 1498
2025
Q4 		$10.2K Buy
+400
New +$10.2K ﹤0.01% 1456

Other funds holding IBDX

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Advisors Inc
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Sound Income Strategies sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2026, closing a stake of 400 shares — an estimated $10.1K sold.

Sound Income Strategies first reported a position in IBDX in Q4 2025 and held it in 2 quarters. The position peaked at $10.2K in Q4 2025. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 400 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $10.1K.
  • Sound Income Strategies first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $10.2K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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