Sowell Financial Services’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Sowell Financial Services’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	$4.47M	Sell	193,159 -78	-0%	-$1.81K	0.15%	148
2026 Q1	$4.49M	Buy	193,237 +6,043	+3%	+$141K	0.17%	127
2025 Q4	$4.38M	Buy	187,194 +12,895	+7%	+$302K	0.16%	128
2025 Q3	$4.09M	Buy	174,299 +15,368	+10%	+$359K	0.16%	129
2025 Q2	$3.71M	Buy	158,931 +6,676	+4%	+$154K	0.15%	142
2025 Q1	$3.52M	Buy	152,255 +6,603	+5%	+$151K	0.16%	136
2024 Q4	$3.32M	Buy	+145,652	New	+$3.36M	0.17%	137
2021 Q2	–	Sell	-1,013	Closed	-$27K	–	1519
2021 Q1	$27K	Buy	+1,013	New	+$27.1K	﹤0.01%	1918

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Sowell Financial Services's IBDU Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.04% in Q2 2026, selling an estimated $1.81K and leaving 193,159 shares worth $4.47M. The position accounts for 0.15% of the portfolio, ranked #148.

Sowell Financial Services first reported a position in IBDU in Q1 2021 and has held it in 8 quarters since. The position peaked at $4.49M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Sowell Financial Services held 193,159 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.47M as of Q2 2026.
Sowell Financial Services sold 78 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.81K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.15% of Sowell Financial Services's portfolio in Q2 2026, its #148 holding.
Sowell Financial Services first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2021 and has held it in 8 quarters since.
Sowell Financial Services's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4.49M in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.