Cooper/Haims Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Cooper/Haims 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	$262K	Hold	10,407	–	–	0.11%	86
2026 Q1	$263K	Hold	10,407	–	–	0.12%	78
2025 Q4	$266K	Hold	10,407	–	–	0.12%	73
2025 Q3	$267K	Hold	10,407	–	–	0.12%	68
2025 Q2	$263K	Hold	10,407	–	–	0.13%	68
2025 Q1	$260K	Hold	10,407	–	–	0.14%	62
2024 Q4	$256K	Hold	10,407	–	–	0.15%	65
2024 Q3	$268K	Hold	10,407	–	–	0.15%	66
2024 Q2	$256K	Hold	10,407	–	–	0.14%	69
2024 Q1	$258K	Hold	10,407	–	–	0.15%	64
2023 Q4	$263K	Hold	10,407	–	–	0.15%	58
2023 Q3	$244K	Buy	+10,407	New	+$251K	0.19%	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

Cooper/Haims Advisors's IBDX Position: Q2 2026 in Review

Cooper/Haims Advisors held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q2 2026 at 10,407 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #86.

Cooper/Haims Advisors first reported a position in IBDX in Q3 2023 and has held it in 12 quarters since. The position peaked at $268K in Q3 2024. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Cooper/Haims Advisors held 10,407 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $262K as of Q2 2026.
Cooper/Haims Advisors left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.11% of Cooper/Haims Advisors's portfolio in Q2 2026, its #86 holding.
Cooper/Haims Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
Cooper/Haims Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $268K in Q3 2024.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.