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HeadInvest LLC’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

HeadInvest LLC’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 		$626K Sell
24,859
-177
-0.7% -$4.46K 0.12% 141
2026
Q1 		$633K Sell
25,036
-1,962
-7% -$50.1K 0.13% 132
2025
Q4 		$689K Sell
26,998
-9,892
-27% -$253K 0.14% 122
2025
Q3 		$945K Hold
36,890
– – 0.2% 96
2025
Q2 		$933K Hold
36,890
– – 0.2% 97
2025
Q1 		$922K Sell
36,890
-1,016
-3% -$25.1K 0.18% 103
2024
Q4 		$932K Hold
37,906
– – 0.18% 100
2024
Q3 		$975K Buy
37,906
+200
+0.5% +$5.05K 0.18% 98
2024
Q2 		$926K Hold
37,706
– – 0.18% 95
2024
Q1 		$935K Buy
37,706
+7,053
+23% +$175K 0.18% 95
2023
Q4 		$773K Buy
30,653
+5,043
+20% +$120K 0.16% 102
2023
Q3 		$593K Sell
25,610
-195
-0.8% -$4.71K 0.13% 111
2023
Q2 		$622K Buy
25,805
+1,900
+8% +$47.1K 0.13% 113
2023
Q1 		$599K Buy
23,905
+1,341
+6% +$33.2K 0.13% 113
2022
Q4 		$546K Buy
22,564
+2,733
+14% +$65.6K 0.12% 123
2022
Q3 		$468K Buy
+19,831
New +$502K 0.11% 135

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

HeadInvest LLC's IBDX Position: Q2 2026 in Review

HeadInvest LLC reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 0.71% in Q2 2026, selling an estimated $4.46K and leaving 24,859 shares worth $626K. The position accounts for 0.12% of the portfolio, ranked #141.

HeadInvest LLC first reported a position in IBDX in Q3 2022 and has held it in 16 quarters since. The position peaked at $975K in Q3 2024. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • HeadInvest LLC held 24,859 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $626K as of Q2 2026.
  • HeadInvest LLC sold 177 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $4.46K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.12% of HeadInvest LLC's portfolio in Q2 2026, its #141 holding.
  • HeadInvest LLC first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2022 and has held it in 16 quarters since.
  • HeadInvest LLC's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $975K in Q3 2024.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.