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CFO Capital Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

CFO Capital 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
Q1 		$611K Buy
24,331
+417
+2% +$10.6K 0.5% 56
2025
Q4 		$611K Buy
+23,914
New +$612K 0.46% 64

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 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

CFO Capital Management's IBDX Position: Q1 2026 in Review

CFO Capital Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1.7% in Q1 2026, buying an estimated $10.6K and bringing the position to 24,331 shares worth $611K. The position accounts for 0.5% of the portfolio, ranked #56.

CFO Capital Management first reported a position in IBDX in Q4 2025 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • CFO Capital Management held 24,331 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $611K as of Q1 2026.
  • CFO Capital Management bought 417 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $10.6K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.5% of CFO Capital Management's portfolio in Q1 2026, its #56 holding.
  • CFO Capital Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.