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B. Riley Wealth Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-8,687
Closed -$204K – 1491
2024
Q1 		$204K Buy
+8,687
New +$215K 0.01% 1266
2023
Q4 		– Sell
-8,687
Closed -$204K – 1450
2023
Q3 		$204K Buy
+8,687
New +$210K 0.01% 1266

Other funds holding IBDX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 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
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

B. Riley Wealth Advisors's IBDX Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2024, closing a stake of 8,687 shares — an estimated $204K sold.

B. Riley Wealth Advisors first reported a position in IBDX in Q3 2023 and held it in 2 quarters. The position peaked at $204K in Q1 2024. 106 funds tracked by Wall St. Rank hold IBDX as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,687 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2024, an estimated $204K.
  • B. Riley Wealth Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2023 and held it in 2 quarters.
  • B. Riley Wealth Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $204K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.