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1900 Wealth Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

1900 Wealth Management’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$379K Buy
15,737
+6,799
+76% +$168K 0.02% 251
2026
Q2 		$225K Buy
+8,938
New +$225K 0.01% 294

Other funds holding IBDX

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

1900 Wealth Management's IBDX Position: Q3 2026 in Review

1900 Wealth Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 76% in Q3 2026, buying an estimated $168K and bringing the position to 15,737 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #251.

1900 Wealth Management first reported a position in IBDX in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

  • 1900 Wealth Management held 15,737 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $379K as of Q3 2026.
  • 1900 Wealth Management bought 6,799 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $168K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of 1900 Wealth Management's portfolio in Q3 2026, its #251 holding.
  • 1900 Wealth Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.