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 Q3	$2.24M	Buy	93,019 +4,451	+5%	+$110K	0.13%	78
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

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Seven Springs Wealth Group Brentwood, Tennessee $452M AUM 9.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fulton Breakefield Broenniman's IBDX Position: Q3 2026 in Review

Fulton Breakefield Broenniman increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 5% in Q3 2026, buying an estimated $110K and bringing the position to 93,019 shares worth $2.24M. The position accounts for 0.13% of the portfolio, ranked #78.

Fulton Breakefield Broenniman first reported a position in IBDX in Q4 2024 and has held it in 8 quarters since. 201 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

Fulton Breakefield Broenniman held 93,019 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $2.24M as of Q3 2026.
Fulton Breakefield Broenniman bought 4,451 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $110K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.13% of Fulton Breakefield Broenniman's portfolio in Q3 2026, its #78 holding.
Fulton Breakefield Broenniman first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and has held it in 8 quarters since.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q3 2026, filed 3 Nov 2026.