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

Arcataur 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	$2.72M	Buy	108,125 +4,000	+4%	+$101K	0.68%	25
2026 Q1	$2.63M	Buy	104,125 +30,840	+42%	+$787K	0.73%	24
2025 Q4	$1.87M	Sell	73,285 -400	-0.5%	-$10.2K	0.54%	28
2025 Q3	$1.89M	Hold	73,685	–	–	0.55%	28
2025 Q2	$1.86M	Buy	73,685 +10,220	+16%	+$254K	0.58%	27
2025 Q1	$1.59M	Buy	+63,465	New	+$1.57M	0.54%	28

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Arcataur Capital Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 3.8% in Q2 2026, buying an estimated $101K and bringing the position to 108,125 shares worth $2.72M. The position accounts for 0.68% of the portfolio, ranked #25.

Arcataur Capital Management first reported a position in IBDX in Q1 2025 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Arcataur Capital Management held 108,125 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $2.72M as of Q2 2026.
Arcataur Capital Management bought 4,000 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $101K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.68% of Arcataur Capital Management's portfolio in Q2 2026, its #25 holding.
Arcataur Capital Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
186 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Arcataur Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.