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 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

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return