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

Capital Investment 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	$88.3M	Buy	3,505,410 +175,235	+5%	+$4.42M	1.16%	16
2026 Q1	$84.2M	Buy	3,330,175 +158,561	+5%	+$4.05M	1.23%	17
2025 Q4	$81M	Buy	3,171,614 +197,647	+7%	+$5.06M	1.23%	17
2025 Q3	$76.2M	Buy	2,973,967 +221,949	+8%	+$5.63M	1.25%	18
2025 Q2	$69.6M	Buy	2,752,018 +264,577	+11%	+$6.56M	1.25%	15
2025 Q1	$62.2M	Buy	2,487,441 +207,434	+9%	+$5.13M	1.22%	18
2024 Q4	$56M	Buy	2,280,007 +331,297	+17%	+$8.29M	1.14%	21
2024 Q3	$50.1M	Buy	1,948,710 +315,341	+19%	+$7.96M	1.03%	25
2024 Q2	$40.1M	Buy	1,633,369 +302,636	+23%	+$7.39M	0.91%	29
2024 Q1	$33M	Buy	1,330,733 +315,515	+31%	+$7.82M	0.77%	40
2023 Q4	$25.6M	Buy	1,015,218 +202,255	+25%	+$4.83M	0.64%	45
2023 Q3	$19.1M	Buy	+812,963	New	+$19.6M	0.53%	50

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Capital Investment Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 5.3% in Q2 2026, buying an estimated $4.42M and bringing the position to 3,505,410 shares worth $88.3M. The position accounts for 1.16% of the portfolio, ranked #16.

Capital Investment Advisors first reported a position in IBDX in Q3 2023 and has held it in 12 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Capital Investment Advisors held 3,505,410 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $88.3M as of Q2 2026.
Capital Investment Advisors bought 175,235 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $4.42M.
iShares iBonds Dec 2032 Term Corporate ETF made up 1.16% of Capital Investment Advisors's portfolio in Q2 2026, its #16 holding.
Capital Investment Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.