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Great Valley Advisor Group’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Great Valley Advisor Group’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 		$300K Buy
11,909
+142
+1% +$3.58K ﹤0.01% 853
2026
Q1 		$297K Buy
11,767
+92
+0.8% +$2.35K 0.01% 828
2025
Q4 		$298K Buy
+11,675
New +$299K 0.01% 786

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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Great Valley Advisor Group's IBDX Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1.2% in Q2 2026, buying an estimated $3.58K and bringing the position to 11,909 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Great Valley Advisor Group first reported a position in IBDX in Q4 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Great Valley Advisor Group held 11,909 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $300K as of Q2 2026.
  • Great Valley Advisor Group bought 142 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $3.58K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #853 holding.
  • Great Valley Advisor Group first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.