Allworth Financial’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Allworth Financial’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	$21.4K	Hold	849	–	–	﹤0.01%	3139
2026 Q1	$21.5K	Hold	849	–	–	﹤0.01%	2944
2025 Q4	$21.7K	Hold	849	–	–	﹤0.01%	2766
2025 Q3	$21.8K	Hold	849	–	–	﹤0.01%	2656
2025 Q2	$21.5K	Hold	849	–	–	﹤0.01%	2475
2025 Q1	$21K	Hold	849	–	–	﹤0.01%	2051
2024 Q4	$20.9K	Hold	849	–	–	﹤0.01%	2064
2024 Q3	$21.8K	Hold	849	–	–	﹤0.01%	1850
2024 Q2	$21.1K	Hold	849	–	–	﹤0.01%	1846
2024 Q1	$21.1K	Hold	849	–	–	﹤0.01%	1742
2023 Q4	$21.4K	Buy	+849	New	+$20.3K	﹤0.01%	1609

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

Allworth Financial's IBDX Position: Q2 2026 in Review

Allworth Financial held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q2 2026 at 849 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3139.

Allworth Financial first reported a position in IBDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.8K in Q3 2024. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Allworth Financial held 849 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $21.4K as of Q2 2026.
Allworth Financial left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3139 holding.
Allworth Financial first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Allworth Financial's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $21.8K in Q3 2024.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.