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Great Diamond Partners’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Great Diamond Partners’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 		$1.25M Buy
51,765
+26,960
+109% +$667K 0.21% 108
2026
Q2 		$625K Buy
24,805
+12,230
+97% +$308K 0.11% 151
2026
Q1 		$318K Buy
12,575
+3,605
+40% +$92K 0.06% 194
2025
Q4 		$229K Buy
+8,970
New +$230K 0.04% 213

Other funds holding IBDX

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Great Diamond Partners's IBDX Position: Q3 2026 in Review

Great Diamond Partners increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 109% in Q3 2026, buying an estimated $667K and bringing the position to 51,765 shares worth $1.25M. The position accounts for 0.21% of the portfolio, ranked #108.

Great Diamond Partners first reported a position in IBDX in Q4 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

  • Great Diamond Partners held 51,765 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.25M as of Q3 2026.
  • Great Diamond Partners bought 26,960 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $667K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.21% of Great Diamond Partners's portfolio in Q3 2026, its #108 holding.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.