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

Clearstead 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 		$516K Sell
20,477
-8,643
-30% -$218K ﹤0.01% 750
2026
Q1 		$736K Buy
29,120
+1,068
+4% +$27.2K 0.01% 613
2025
Q4 		$716K Buy
28,052
+17,834
+175% +$456K 0.01% 554
2025
Q3 		$262K Buy
+10,218
New +$259K ﹤0.01% 818

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Clearstead Advisors's IBDX Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 30% in Q2 2026, selling an estimated $218K and leaving 20,477 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Clearstead Advisors first reported a position in IBDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $736K in Q1 2026. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Clearstead Advisors held 20,477 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $516K as of Q2 2026.
  • Clearstead Advisors sold 8,643 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $218K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #750 holding.
  • Clearstead Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $736K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.