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 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

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return