Commonwealth Equity Services’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Commonwealth Equity Services’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	$13.3M	Buy	528,252 +18,131	+4%	+$457K	0.02%	796
2026 Q1	$12.9M	Sell	510,121 -59,889	-11%	-$1.53M	0.02%	756
2025 Q4	$14.6M	Buy	570,010 +143,012	+33%	+$3.66M	0.02%	705
2025 Q3	$10.9M	Buy	426,998 +81,039	+23%	+$2.06M	0.01%	874
2025 Q2	$8.75M	Sell	345,959 -5,274	-2%	-$131K	0.01%	998
2025 Q1	$8.78M	Buy	351,233 +148,237	+73%	+$3.67M	0.01%	935
2024 Q4	$4.99M	Buy	202,996 +24,543	+14%	+$614K	0.01%	1242
2024 Q3	$4.59M	Buy	178,453 +77,927	+78%	+$1.97M	0.01%	1276
2024 Q2	$2.47M	Buy	100,526 +28,768	+40%	+$703K	﹤0.01%	1650
2024 Q1	$1.78M	Buy	71,758 +38,037	+113%	+$942K	﹤0.01%	1858
2023 Q4	$851K	Buy	33,721 +18,019	+115%	+$430K	﹤0.01%	2281
2023 Q3	$369K	Buy	15,702 +2,690	+21%	+$64.9K	﹤0.01%	2846
2023 Q2	$320K	Buy	13,012 +3,063	+31%	+$75.9K	﹤0.01%	2994
2023 Q1	$249K	Buy	9,949 +510	+5%	+$12.6K	﹤0.01%	3121
2022 Q4	$228K	Buy	+9,439	New	+$227K	﹤0.01%	3110

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

Commonwealth Equity Services's IBDX Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 3.6% in Q2 2026, buying an estimated $457K and bringing the position to 528,252 shares worth $13.3M. The position accounts for 0.02% of the portfolio, ranked #796.

Commonwealth Equity Services first reported a position in IBDX in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.6M in Q4 2025. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Commonwealth Equity Services held 528,252 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $13.3M as of Q2 2026.
Commonwealth Equity Services bought 18,131 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $457K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #796 holding.
Commonwealth Equity Services first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Commonwealth Equity Services's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $14.6M in Q4 2025.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.