Diversify Advisory Services’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Diversify Advisory 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	$366K	Buy	14,736 +947	+7%	+$23.9K	0.01%	989
2026 Q1	$348K	Buy	+13,789	New	+$352K	0.05%	148

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

Diversify Advisory Services's IBDX Position: Q2 2026 in Review

Diversify Advisory Services increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 6.9% in Q2 2026, buying an estimated $23.9K and bringing the position to 14,736 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #989.

Diversify Advisory Services 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.

Diversify Advisory Services held 14,736 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $366K as of Q2 2026.
Diversify Advisory Services bought 947 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $23.9K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #989 holding.
Diversify Advisory Services 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 Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.