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AssuredPartners Investment Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

AssuredPartners Investment 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
Q1 		$304K Buy
+12,044
New +$307K 0.03% 327

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

AssuredPartners Investment Advisors's IBDX Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q1 2026: 12,044 shares worth $304K. The stake represents 0.03% of the portfolio and ranks #327 among its holdings.

221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • AssuredPartners Investment Advisors held 12,044 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $304K as of Q1 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #327 holding.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.