Fulton Breakefield Broenniman’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Fulton Breakefield Broenniman’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 Q1	$1.98M	Buy	78,490 +8,836	+13%	+$225K	0.13%	77
2025 Q4	$1.78M	Buy	69,654 +3,753	+6%	+$96K	0.11%	77
2025 Q3	$1.69M	Buy	65,901 +4,802	+8%	+$122K	0.11%	80
2025 Q2	$1.54M	Buy	61,099 +44,327	+264%	+$1.1M	0.1%	82
2025 Q1	$419K	Buy	16,772 +7,150	+74%	+$177K	0.03%	123
2024 Q4	$237K	Buy	+9,622	New	+$241K	0.02%	167

Other funds holding IBDX

ACA

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

CIA

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Fulton Breakefield Broenniman's IBDX Position: Q1 2026 in Review

Fulton Breakefield Broenniman increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 13% in Q1 2026, buying an estimated $225K and bringing the position to 78,490 shares worth $1.98M. The position accounts for 0.13% of the portfolio, ranked #77.

Fulton Breakefield Broenniman first reported a position in IBDX in Q4 2024 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

Fulton Breakefield Broenniman held 78,490 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.98M as of Q1 2026.
Fulton Breakefield Broenniman bought 8,836 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $225K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.13% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #77 holding.
Fulton Breakefield Broenniman first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.