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Annis Gardner Whiting Capital Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Annis Gardner Whiting Capital 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
2025
Q3 		– Sell
-1,083
Closed -$27.4K – 1304
2025
Q2 		$27.4K Buy
+1,083
New +$26.9K 0.01% 507

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's IBDX Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q3 2025, closing a stake of 1,083 shares — an estimated $27.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IBDX in Q2 2025 and held it in 1 quarter. The position peaked at $27.4K in Q2 2025. 176 funds tracked by Wall St. Rank hold IBDX as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,083 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2025, an estimated $27.4K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $27.4K in Q2 2025.
  • 176 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.