Beacon Pointe Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Beacon Pointe 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	$928K	Sell	36,709 -1,892	-5%	-$48.3K	﹤0.01%	1029
2025 Q4	$985K	Buy	38,601 +1,705	+5%	+$43.6K	0.01%	837
2025 Q3	$945K	Buy	36,896 +5,031	+16%	+$128K	0.01%	774
2025 Q2	$806K	Buy	31,865 +1,064	+3%	+$26.4K	0.01%	735
2025 Q1	$770K	Buy	30,801 +8,286	+37%	+$205K	0.01%	706
2024 Q4	$553K	Buy	22,515 +2,998	+15%	+$75K	0.01%	802
2024 Q3	$502K	Sell	19,517 -1,336	-6%	-$33.7K	0.01%	855
2024 Q2	$512K	Buy	20,853 +1,075	+5%	+$26.3K	0.01%	858
2024 Q1	$491K	Buy	19,778 +9,415	+91%	+$233K	0.01%	919
2023 Q4	$261K	Buy	+10,363	New	+$247K	﹤0.01%	1119

Other funds holding IBDX

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return