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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
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 $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

Capital Investment Advisors's IBDX Position: Q1 2026 in Review

Capital Investment Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 5% in Q1 2026, buying an estimated $4.05M and bringing the position to 3,330,175 shares worth $84.2M. The position accounts for 1.23% of the portfolio, ranked #17.

Capital Investment Advisors first reported a position in IBDX in Q3 2023 and has held it in 11 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • Capital Investment Advisors held 3,330,175 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $84.2M as of Q1 2026.
  • Capital Investment Advisors bought 158,561 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $4.05M.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 1.23% of Capital Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.