Houlihan Financial Resource Group’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Houlihan Financial Resource 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	$3.34M	Buy	132,540 +28,490	+27%	+$718K	1.19%	30
2026 Q1	$2.63M	Buy	104,050 +37,950	+57%	+$968K	1.02%	32
2025 Q4	$1.69M	Buy	+66,100	New	+$1.69M	0.64%	42

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

Houlihan Financial Resource Group's IBDX Position: Q2 2026 in Review

Houlihan Financial Resource Group increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 27% in Q2 2026, buying an estimated $718K and bringing the position to 132,540 shares worth $3.34M. The position accounts for 1.19% of the portfolio, ranked #30.

Houlihan Financial Resource 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.

Houlihan Financial Resource Group held 132,540 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $3.34M as of Q2 2026.
Houlihan Financial Resource Group bought 28,490 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $718K.
iShares iBonds Dec 2032 Term Corporate ETF made up 1.19% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #30 holding.
Houlihan Financial Resource 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 Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.