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 Q3	$4M	Sell	176,309 -16,850	-9%	-$387K	0.11%	195
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

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Sowell Financial Services's IBDU Position: Q3 2026 in Review

Sowell Financial Services reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 8.7% in Q3 2026, selling an estimated $387K and leaving 176,309 shares worth $4M. The position accounts for 0.11% of the portfolio, ranked #195.

Sowell Financial Services first reported a position in IBDU in Q1 2021 and has held it in 9 quarters since. The position peaked at $4.49M in Q1 2026. 103 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

Sowell Financial Services held 176,309 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4M as of Q3 2026.
Sowell Financial Services sold 16,850 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $387K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.11% of Sowell Financial Services's portfolio in Q3 2026, its #195 holding.
Sowell Financial Services first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2021 and has held it in 9 quarters since.
Sowell Financial Services's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4.49M in Q1 2026.
103 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.