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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
Q2 		$305K Sell
12,115
-5,108
-30% -$129K 0.14% 89
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 $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Addison Advisors's IBDX Position: Q2 2026 in Review

Addison Advisors reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 30% in Q2 2026, selling an estimated $129K and leaving 12,115 shares worth $305K. The position accounts for 0.14% of the portfolio, ranked #89.

Addison Advisors first reported a position in IBDX in Q3 2023 and has held it in 12 quarters since. The position peaked at $435K in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Addison Advisors held 12,115 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $305K as of Q2 2026.
  • Addison Advisors sold 5,108 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $129K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.14% of Addison Advisors's portfolio in Q2 2026, its #89 holding.
  • Addison Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
  • Addison Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $435K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.