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Breachway Investments’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Breachway Investments’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 		$777K Buy
30,850
+7,700
+33% +$194K 1.17% 26
2026
Q1 		$583K Buy
23,150
+3,520
+18% +$89.8K 0.56% 38
2025
Q4 		$501K Buy
+19,630
New +$502K 0.53% 49

Other funds holding IBDX

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Breachway Investments's IBDX Position: Q2 2026 in Review

Breachway Investments increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 33% in Q2 2026, buying an estimated $194K and bringing the position to 30,850 shares worth $777K. The position accounts for 1.17% of the portfolio, ranked #26.

Breachway Investments first reported a position in IBDX in Q4 2025 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Breachway Investments held 30,850 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $777K as of Q2 2026.
  • Breachway Investments bought 7,700 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $194K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 1.17% of Breachway Investments's portfolio in Q2 2026, its #26 holding.
  • Breachway Investments first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Breachway Investments's 13F filing for Q2 2026, filed 13 Jul 2026.