Arkadios Wealth Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Arkadios Wealth 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
2026 Q2	$222K	Hold	8,797	–	–	﹤0.01%	1572
2026 Q1	$222K	Sell	8,797 -803	-8%	-$20.5K	﹤0.01%	1520
2025 Q4	$245K	Hold	9,600	–	–	﹤0.01%	1354
2025 Q3	$246K	Buy	9,600 +285	+3%	+$7.23K	0.01%	1251
2025 Q2	$236K	Sell	9,315 -383	-4%	-$9.5K	0.01%	1147
2025 Q1	$242K	Buy	+9,698	New	+$240K	0.01%	986
2024 Q3	–	Sell	-8,940	Closed	-$220K	–	953
2024 Q2	$220K	Buy	+8,940	New	+$218K	0.01%	741

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

Arkadios Wealth Advisors's IBDX Position: Q2 2026 in Review

Arkadios Wealth Advisors held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q2 2026 at 8,797 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Arkadios Wealth Advisors first reported a position in IBDX in Q2 2024 and has held it in 7 quarters since. The position peaked at $246K in Q3 2025. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Arkadios Wealth Advisors held 8,797 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $222K as of Q2 2026.
Arkadios Wealth Advisors 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 Arkadios Wealth Advisors's portfolio in Q2 2026, its #1572 holding.
Arkadios Wealth Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2024 and has held it in 7 quarters since.
Arkadios Wealth Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $246K in Q3 2025.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.