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Sound Income Strategies’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Sound Income Strategies’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,614
Closed -$119K – 1350
2026
Q1 		$119K Buy
4,614
+22
+0.5% +$574 0.01% 543
2025
Q4 		$120K Buy
4,592
+34
+0.7% +$891 0.01% 542
2025
Q3 		$119K Buy
4,558
+44
+1% +$1.14K 0.01% 379
2025
Q2 		$117K Sell
4,514
-3,766
-45% -$95.5K 0.01% 361
2025
Q1 		$212K Buy
+8,280
New +$209K 0.01% 272

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

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

Sound Income Strategies sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026, closing a stake of 4,614 shares — an estimated $119K sold.

Sound Income Strategies first reported a position in IBDY in Q1 2025 and held it in 5 quarters. The position peaked at $212K in Q1 2025. 133 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 4,614 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $119K.
  • Sound Income Strategies first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and held it in 5 quarters.
  • Sound Income Strategies's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $212K in Q1 2025.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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