Centric Wealth Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Centric 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	$1.93M	Hold	76,618	–	–	0.3%	78
2026 Q1	$1.93M	Buy	76,618 +4,271	+6%	+$109K	0.38%	77
2025 Q4	$1.84M	Buy	+72,347	New	+$1.85M	0.39%	72
2024 Q4	–	Sell	-178,047	Closed	-$4.41M	–	179
2024 Q3	$4.41M	Buy	+178,047	New	+$4.5M	1.17%	19

Other funds holding IBDX

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Centric Wealth Management's IBDX Position: Q2 2026 in Review

Centric Wealth Management held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q2 2026 at 76,618 shares worth $1.93M. The position accounts for 0.3% of the portfolio, ranked #78.

Centric Wealth Management first reported a position in IBDX in Q3 2024 and has held it in 4 quarters since. The position peaked at $4.41M in Q3 2024. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Centric Wealth Management held 76,618 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.93M as of Q2 2026.
Centric Wealth Management left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.3% of Centric Wealth Management's portfolio in Q2 2026, its #78 holding.
Centric Wealth Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2024 and has held it in 4 quarters since.
Centric Wealth Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $4.41M in Q3 2024.
229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.