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Capital Advisors Inc’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Capital Advisors Inc’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 		$71.1M Buy
2,822,834
+32,118
+1% +$809K 1.05% 28
2026
Q1 		$70.5M Buy
2,790,716
+137,187
+5% +$3.5M 1.13% 25
2025
Q4 		$67.7M Buy
+2,653,529
New +$67.9M 1.09% 23

Other funds holding IBDX

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM

Capital Advisors Inc's IBDX Position: Q2 2026 in Review

Capital Advisors Inc increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1.2% in Q2 2026, buying an estimated $809K and bringing the position to 2,822,834 shares worth $71.1M. The position accounts for 1.05% of the portfolio, ranked #28.

Capital Advisors Inc first reported a position in IBDX in Q4 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Capital Advisors Inc held 2,822,834 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $71.1M as of Q2 2026.
  • Capital Advisors Inc bought 32,118 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $809K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 1.05% of Capital Advisors Inc's portfolio in Q2 2026, its #28 holding.
  • Capital Advisors Inc first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.