Element Wealth’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Element Wealth’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
2025 Q1	–	Sell	-2,030	Closed	-$49.9K	–	207
2024 Q4	$49.9K	Hold	2,030	–	–	0.03%	198
2024 Q3	$52.2K	Hold	2,030	–	–	0.03%	192
2024 Q2	$49.9K	Hold	2,030	–	–	0.03%	184
2024 Q1	$50.4K	Hold	2,030	–	–	0.03%	182
2023 Q4	$51.2K	Hold	2,030	–	–	0.03%	170
2023 Q3	$47.7K	Hold	2,030	–	–	0.03%	167
2023 Q2	$50K	Buy	2,030 +1,005	+98%	+$24.9K	0.03%	168
2023 Q1	$25.7K	Hold	1,025	–	–	0.02%	169
2022 Q4	$24.8K	Buy	+1,025	New	+$24.6K	0.02%	163

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

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

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

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

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

SIC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Element Wealth's IBDX Position: Q1 2025 in Review

Element Wealth sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q1 2025, closing a stake of 2,030 shares — an estimated $49.9K sold.

Element Wealth first reported a position in IBDX in Q4 2022 and held it in 9 quarters. The position peaked at $52.2K in Q3 2024. 141 funds tracked by Wall St. Rank hold IBDX as of Q1 2025.

Element Wealth reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 2,030 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2025, an estimated $49.9K.
Element Wealth first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2022 and held it in 9 quarters.
Element Wealth's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $52.2K in Q3 2024.
141 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.