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Addison Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Addison Advisors’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
Q1 		$435K Buy
17,223
+555
+3% +$14.2K 0.1% 141
2025
Q4 		$426K Hold
16,668
– – 0.1% 142
2025
Q3 		$427K Hold
16,668
– – 0.1% 138
2025
Q2 		$421K Buy
16,668
+7,005
+72% +$174K 0.11% 138
2025
Q1 		$241K Buy
9,663
+1,310
+16% +$32.4K 0.07% 177
2024
Q4 		$205K Sell
8,353
-415
-5% -$10.4K 0.06% 203
2024
Q3 		$225K Buy
8,768
+415
+5% +$10.5K 0.06% 196
2024
Q2 		$205K Buy
8,353
+3,088
+59% +$75.4K 0.07% 190
2024
Q1 		$131K Buy
5,265
+2,630
+100% +$65.2K 0.04% 256
2023
Q4 		$66.5K Buy
2,635
+2,215
+527% +$52.8K 0.03% 318
2023
Q3 		$9.86K Buy
+420
New +$10.1K ﹤0.01% 486

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return