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Cornerstone Planning’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Cornerstone Planning’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 		$9.57M Buy
379,908
+9,768
+3% +$246K 2.21% 12
2026
Q1 		$9.37M Buy
+370,140
New +$9.44M 2.12% 12

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

Cornerstone Planning's IBDX Position: Q2 2026 in Review

Cornerstone Planning increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 2.6% in Q2 2026, buying an estimated $246K and bringing the position to 379,908 shares worth $9.57M. The position accounts for 2.21% of the portfolio, ranked #12.

Cornerstone Planning first reported a position in IBDX in Q1 2026 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Cornerstone Planning held 379,908 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $9.57M as of Q2 2026.
  • Cornerstone Planning bought 9,768 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $246K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 2.21% of Cornerstone Planning's portfolio in Q2 2026, its #12 holding.
  • Cornerstone Planning first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.