Envestnet Asset Management
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Envestnet Asset Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Envestnet Asset Management’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 		$4.88M Buy
193,616
+11,171
+6% +$281K ﹤0.01% 2483
2026
Q1 		$4.61M Buy
182,445
+81,903
+81% +$2.09M ﹤0.01% 2369
2025
Q4 		$2.57M Sell
100,542
-85,452
-46% -$2.19M ﹤0.01% 2646
2025
Q3 		$4.77M Sell
185,994
-38,938
-17% -$988K ﹤0.01% 2271
2025
Q2 		$5.69M Buy
224,932
+31,847
+16% +$790K ﹤0.01% 2105
2025
Q1 		$4.83M Buy
193,085
+65,650
+52% +$1.62M ﹤0.01% 2152
2024
Q4 		$3.13M Buy
127,435
+27,373
+27% +$685K ﹤0.01% 2409
2024
Q3 		$2.57M Buy
100,062
+17,992
+22% +$454K ﹤0.01% 2503
2024
Q2 		$2.02M Buy
82,070
+18,691
+29% +$456K ﹤0.01% 2591
2024
Q1 		$1.57M Buy
63,379
+393
+0.6% +$9.74K ﹤0.01% 2727
2023
Q4 		$1.59M Buy
62,986
+119
+0.2% +$2.84K ﹤0.01% 2606
2023
Q3 		$1.48M Buy
+62,867
New +$1.52M ﹤0.01% 2539

Other funds holding IBDX

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

Envestnet Asset Management's IBDX Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 6.1% in Q2 2026, buying an estimated $281K and bringing the position to 193,616 shares worth $4.88M. The position accounts for ﹤0.01% of the portfolio, ranked #2483.

Envestnet Asset Management first reported a position in IBDX in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.69M in Q2 2025. 127 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Envestnet Asset Management held 193,616 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $4.88M as of Q2 2026.
  • Envestnet Asset Management bought 11,171 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $281K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2483 holding.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Asset Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $5.69M in Q2 2025.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.