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 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

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

Stratos Wealth Partners's IBDU Position: Q2 2026 in Review

Stratos Wealth Partners sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2026, closing a stake of 337,543 shares — an estimated $7.85M sold.

Stratos Wealth Partners first reported a position in IBDU in Q4 2023 and held it in 10 quarters. The position peaked at $7.85M in Q1 2026. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Stratos Wealth Partners reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Stratos Wealth Partners sold 337,543 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $7.85M.
Stratos Wealth Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and held it in 10 quarters.
Stratos Wealth Partners's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $7.85M in Q1 2026.
387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.