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

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 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 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

SIC

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

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. 228 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.
228 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.