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COWA LLC’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

COWA LLC’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
Q3 		$21.9M Buy
908,935
+134,828
+17% +$3.33M 5.33% 1
2026
Q2 		$19.5M Buy
774,107
+45,105
+6% +$1.14M 4.89% 6
2026
Q1 		$18.4M Buy
729,002
+158,280
+28% +$4.04M 4.97% 5
2025
Q4 		$14.2M Buy
570,722
+150,425
+36% +$3.85M 4.31% 5
2025
Q3 		$10.8M Buy
420,297
+107,522
+34% +$2.73M 3.57% 7
2025
Q2 		$7.9M Buy
312,775
+144,922
+86% +$3.6M 3.01% 8
2025
Q1 		$4.19M Buy
+167,853
New +$4.15M 1.79% 16

Other funds holding IBDX

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PFG Private Wealth Management
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

COWA LLC's IBDX Position: Q3 2026 in Review

COWA LLC increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 17% in Q3 2026, buying an estimated $3.33M and bringing the position to 908,935 shares worth $21.9M. The position accounts for 5.33% of the portfolio, ranked #1.

COWA LLC first reported a position in IBDX in Q1 2025 and has held it in 7 quarters since. 117 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

  • COWA LLC held 908,935 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $21.9M as of Q3 2026.
  • COWA LLC bought 134,828 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $3.33M.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 5.33% of COWA LLC's portfolio in Q3 2026, its #1 holding.
  • COWA LLC first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.