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

Centricity 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
2025
Q2 		$41.1K Hold
1,625
– – 0.03% 185
2025
Q1 		$40.6K Hold
1,625
– – 0.04% 189
2024
Q4 		$39.9K Buy
+1,625
New +$40.7K 0.04% 188

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Centricity Wealth Management's IBDX Position: Q2 2025 in Review

Centricity Wealth Management held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q2 2025 at 1,625 shares worth $41.1K. The position accounts for 0.03% of the portfolio, ranked #185.

Centricity Wealth Management first reported a position in IBDX in Q4 2024 and has held it in 3 quarters since. 156 funds tracked by Wall St. Rank hold IBDX as of Q2 2025.

  • Centricity Wealth Management held 1,625 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $41.1K as of Q2 2025.
  • Centricity Wealth Management left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q2 2025.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.03% of Centricity Wealth Management's portfolio in Q2 2025, its #185 holding.
  • Centricity Wealth Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and has held it in 3 quarters since.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.