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

Advisors Capital 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 Q2	$21.7M	Buy	859,918 +19,699	+2%	+$496K	0.23%	129
2026 Q1	$21.2M	Buy	840,219 +523,144	+165%	+$13.3M	0.25%	124
2025 Q4	$8.09M	Buy	317,075 +8,671	+3%	+$222K	0.1%	179
2025 Q3	$7.9M	Buy	308,404 +10,521	+4%	+$267K	0.1%	178
2025 Q2	$7.53M	Buy	+297,883	New	+$7.39M	0.1%	173

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Advisors Capital Management's IBDX Position: Q2 2026 in Review

Advisors Capital Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 2.3% in Q2 2026, buying an estimated $496K and bringing the position to 859,918 shares worth $21.7M. The position accounts for 0.23% of the portfolio, ranked #129.

Advisors Capital Management first reported a position in IBDX in Q2 2025 and has held it in 5 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Advisors Capital Management held 859,918 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $21.7M as of Q2 2026.
Advisors Capital Management bought 19,699 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $496K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.23% of Advisors Capital Management's portfolio in Q2 2026, its #129 holding.
Advisors Capital Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.