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Cassaday & Co Wealth Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Cassaday & Co Wealth Management’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 		– Sell
-3,857
Closed -$97.5K – 1367
2026
Q1 		$97.5K Buy
+3,857
New +$98.4K ﹤0.01% 472

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

Cassaday & Co Wealth Management's IBDX Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2026, closing a stake of 3,857 shares — an estimated $97.5K sold.

Cassaday & Co Wealth Management first reported a position in IBDX in Q1 2026 and held it in 1 quarter. The position peaked at $97.5K in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 3,857 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $97.5K.
  • Cassaday & Co Wealth Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $97.5K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.