CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

CAPTRUST Financial 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 		$645K Sell
25,618
-1,694
-6% -$42.7K ﹤0.01% 2004
2026
Q1 		$690K Buy
27,312
+355
+1% +$9.06K ﹤0.01% 1817
2025
Q4 		$688K Buy
26,957
+2,762
+11% +$70.7K ﹤0.01% 1716
2025
Q3 		$620K Sell
24,195
-4,847
-17% -$123K ﹤0.01% 1684
2025
Q2 		$734K Sell
29,042
-6,005
-17% -$149K ﹤0.01% 1506
2025
Q1 		$876K Buy
35,047
+1,660
+5% +$41.1K ﹤0.01% 1351
2024
Q4 		$821K Buy
33,387
+2,704
+9% +$67.7K ﹤0.01% 1337
2024
Q3 		$789K Buy
30,683
+3,977
+15% +$100K ﹤0.01% 1325
2024
Q2 		$656K Buy
26,706
+95
+0.4% +$2.32K ﹤0.01% 1372
2024
Q1 		$660K Buy
26,611
+1,928
+8% +$47.8K ﹤0.01% 1347
2023
Q4 		$623K Buy
+24,683
New +$589K ﹤0.01% 1579

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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

CAPTRUST Financial Advisors's IBDX Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 6.2% in Q2 2026, selling an estimated $42.7K and leaving 25,618 shares worth $645K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

CAPTRUST Financial Advisors first reported a position in IBDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $876K in Q1 2025. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • CAPTRUST Financial Advisors held 25,618 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $645K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 1,694 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $42.7K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2004 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • CAPTRUST Financial Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $876K in Q1 2025.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.