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 Q2	$2.23M	Buy	88,568 +10,078	+13%	+$254K	0.13%	75
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 $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

Fulton Breakefield Broenniman's IBDX Position: Q2 2026 in Review

Fulton Breakefield Broenniman increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 13% in Q2 2026, buying an estimated $254K and bringing the position to 88,568 shares worth $2.23M. The position accounts for 0.13% of the portfolio, ranked #75.

Fulton Breakefield Broenniman first reported a position in IBDX in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Fulton Breakefield Broenniman held 88,568 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $2.23M as of Q2 2026.
Fulton Breakefield Broenniman bought 10,078 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $254K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.13% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #75 holding.
Fulton Breakefield Broenniman first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.