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

Executive Wealth 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
2024
Q4 		$3.45M Buy
140,441
+39,805
+40% +$996K 0.27% 94
2024
Q3 		$2.59M Buy
100,636
+78,057
+346% +$1.97M 0.2% 108
2024
Q2 		$555K Buy
22,579
+12,075
+115% +$295K 0.1% 74
2024
Q1 		$258K Buy
+10,504
New +$260K 0.02% 216

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
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
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Executive Wealth Management's IBDX Position: Q4 2024 in Review

Executive Wealth Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 40% in Q4 2024, buying an estimated $996K and bringing the position to 140,441 shares worth $3.45M. The position accounts for 0.27% of the portfolio, ranked #94.

Executive Wealth Management first reported a position in IBDX in Q1 2024 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold IBDX as of Q4 2024.

  • Executive Wealth Management held 140,441 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $3.45M as of Q4 2024.
  • Executive Wealth Management bought 39,805 iShares iBonds Dec 2032 Term Corporate ETF shares in Q4 2024, an estimated $996K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.27% of Executive Wealth Management's portfolio in Q4 2024, its #94 holding.
  • Executive Wealth Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2024 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.