SIS
IBTQ

Sound Income Strategies’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Sound Income Strategies’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-700
Closed -$17.6K – 2545
2026
Q1 		$17.6K Hold
700
– – ﹤0.01% 1242
2025
Q4 		$17.8K Buy
+700
New +$17.9K ﹤0.01% 1198

Other funds holding IBTQ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SPP
Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
HA
Hyposwiss Advisors Geneva $106M AUM
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

Sound Income Strategies sold out of iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) in Q2 2026, closing a stake of 700 shares — an estimated $17.6K sold.

Sound Income Strategies first reported a position in IBTQ in Q4 2025 and held it in 2 quarters. The position peaked at $17.8K in Q4 2025. 13 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares iBonds Dec 2035 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 700 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $17.6K.
  • Sound Income Strategies first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's iShares iBonds Dec 2035 Term Treasury ETF position peaked at $17.8K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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