CGN Advisors
IBDX icon

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
Q3 		– Sell
-8,377
Closed -$211K – 314
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
PFG Private Wealth Management
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Cornerstone Planning
Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

CGN Advisors's IBDX Position: Q3 2026 in Review

CGN Advisors sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q3 2026, closing a stake of 8,377 shares — an estimated $211K sold.

CGN Advisors first reported a position in IBDX in Q1 2023 and held it in 13 quarters. The position peaked at $3.16M in Q3 2023. 89 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

  • CGN Advisors reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q3 2026 after selling out during the quarter.
  • CGN Advisors sold 8,377 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $211K.
  • CGN Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2023 and held it in 13 quarters.
  • CGN Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $3.16M in Q3 2023.
  • 89 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on CGN Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.