Stratos Wealth Partners
IBDU icon

Stratos Wealth Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Stratos Wealth Partners’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 		$8.93M Buy
+393,405
New +$9.04M 0.09% 217
2026
Q2 		– Sell
-337,543
Closed -$7.85M – 1732
2026
Q1 		$7.85M Buy
337,543
+155,967
+86% +$3.65M 0.09% 231
2025
Q4 		$4.25M Buy
181,576
+72,815
+67% +$1.71M 0.05% 361
2025
Q3 		$2.55M Sell
108,761
-66,802
-38% -$1.56M 0.03% 471
2025
Q2 		$4.1M Sell
175,563
-31,837
-15% -$734K 0.06% 328
2025
Q1 		$4.8M Sell
207,400
-24,638
-11% -$565K 0.07% 268
2024
Q4 		$5.29M Buy
232,038
+4,627
+2% +$107K 0.07% 264
2024
Q3 		$5.35M Buy
227,411
+152,135
+202% +$3.53M 0.08% 254
2024
Q2 		$1.71M Buy
75,276
+21,255
+39% +$479K 0.03% 482
2024
Q1 		$1.23M Buy
54,021
+4,812
+10% +$110K 0.02% 577
2023
Q4 		$1.14M Buy
+49,209
New +$1.09M 0.02% 573

Other funds holding IBDU

Shufro Rose & Co
Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Summitry LLC
Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Stratos Wealth Partners's IBDU Position: Q3 2026 in Review

Stratos Wealth Partners opened a new position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2026: 393,405 shares worth $8.93M. The stake represents 0.09% of the portfolio and ranks #217 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in IBDU as recently as Q1 2026.

Stratos Wealth Partners first reported a position in IBDU in Q4 2023 and has held it in 11 quarters since. 375 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • Stratos Wealth Partners held 393,405 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $8.93M as of Q3 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF was a new Stratos Wealth Partners position in Q3 2026.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.09% of Stratos Wealth Partners's portfolio in Q3 2026, its #217 holding.
  • Stratos Wealth Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 375 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on Stratos Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.