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CGN Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

CGN Advisors’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 		$211K Sell
8,377
-1,607
-16% -$40.5K 0.02% 314
2026
Q1 		$252K Buy
+9,984
New +$255K 0.02% 290
2025
Q4 		– Sell
-8,103
Closed -$208K – 319
2025
Q3 		$208K Sell
8,103
-18,517
-70% -$470K 0.02% 302
2025
Q2 		$673K Sell
26,620
-86,612
-76% -$2.15M 0.06% 199
2025
Q1 		$2.83M Buy
113,232
+5,433
+5% +$134K 0.28% 83
2024
Q4 		$2.65M Buy
107,799
+9,927
+10% +$248K 0.26% 87
2024
Q3 		$2.52M Buy
97,872
+6,710
+7% +$169K 0.25% 96
2024
Q2 		$2.24M Buy
91,162
+1,992
+2% +$48.7K 0.26% 99
2024
Q1 		$2.21M Sell
89,170
-21,394
-19% -$530K 0.28% 93
2023
Q4 		$2.79M Sell
110,564
-24,159
-18% -$576K 0.39% 69
2023
Q3 		$3.16M Buy
134,723
+7,202
+6% +$174K 0.43% 60
2023
Q2 		$3.14M Buy
127,521
+13,614
+12% +$337K 0.45% 60
2023
Q1 		$2.86M Buy
+113,907
New +$2.82M 0.45% 59

Other funds holding IBDX

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

CGN Advisors's IBDX Position: Q2 2026 in Review

CGN Advisors reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 16% in Q2 2026, selling an estimated $40.5K and leaving 8,377 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #314.

CGN Advisors first reported a position in IBDX in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.16M in Q3 2023. 78 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • CGN Advisors held 8,377 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $211K as of Q2 2026.
  • CGN Advisors sold 1,607 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $40.5K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of CGN Advisors's portfolio in Q2 2026, its #314 holding.
  • CGN Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2023 and has held it in 13 quarters since.
  • CGN Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $3.16M in Q3 2023.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.