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 Q2	$1.03M	Buy	40,927 +4,218	+11%	+$106K	﹤0.01%	1023
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

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

Beacon Pointe Advisors's IBDX Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 11% in Q2 2026, buying an estimated $106K and bringing the position to 40,927 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Beacon Pointe Advisors first reported a position in IBDX in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Beacon Pointe Advisors held 40,927 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.03M as of Q2 2026.
Beacon Pointe Advisors bought 4,218 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $106K.
iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1023 holding.
Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.