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Cary Street Partners’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Cary Street Partners’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 		$383K Hold
15,215
– – 0.01% 744
2026
Q1 		$384K Buy
15,215
+994
+7% +$25.4K 0.01% 658
2025
Q4 		$363K Buy
14,221
+392
+3% +$10K 0.01% 681
2025
Q3 		$354K Hold
13,829
– – 0.01% 651
2025
Q2 		$350K Hold
13,829
– – 0.01% 630
2025
Q1 		$346K Buy
13,829
+727
+6% +$18K 0.01% 614
2024
Q4 		$322K Buy
+13,102
New +$328K 0.01% 608

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

Cary Street Partners's IBDX Position: Q2 2026 in Review

Cary Street Partners held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q2 2026 at 15,215 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #744.

Cary Street Partners first reported a position in IBDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $384K in Q1 2026. 150 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Cary Street Partners held 15,215 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $383K as of Q2 2026.
  • Cary Street Partners left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #744 holding.
  • Cary Street Partners first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $384K in Q1 2026.
  • 150 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.