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

Focus Partners 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
2026 Q2	$554K	Buy	21,985 +3,688	+20%	+$92.9K	﹤0.01%	1913
2026 Q1	$462K	Hold	18,297	–	–	﹤0.01%	1977
2025 Q4	$467K	Hold	18,297	–	–	﹤0.01%	1984
2025 Q3	$469K	Hold	18,297	–	–	﹤0.01%	1639
2025 Q2	$463K	Buy	+18,297	New	+$454K	﹤0.01%	1478

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

Focus Partners Wealth's IBDX Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 20% in Q2 2026, buying an estimated $92.9K and bringing the position to 21,985 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

Focus Partners Wealth first reported a position in IBDX in Q2 2025 and has held it in 5 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Focus Partners Wealth held 21,985 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $554K as of Q2 2026.
Focus Partners Wealth bought 3,688 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $92.9K.
iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1913 holding.
Focus Partners Wealth first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.