IFP Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

IFP Advisors’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	$2.03M	Sell	80,562 -2,241	-3%	-$56.5K	0.04%	479
2026 Q1	$2.09M	Buy	82,803 +6,626	+9%	+$169K	0.04%	439
2025 Q4	$1.94M	Buy	76,177 +43,001	+130%	+$1.1M	0.04%	431
2025 Q3	$850K	Buy	33,176 +888	+3%	+$22.5K	0.02%	668
2025 Q2	$816K	Buy	32,288 +4,691	+17%	+$116K	0.02%	643
2025 Q1	$690K	Buy	27,597 +5,875	+27%	+$145K	0.02%	664
2024 Q4	$534K	Buy	21,722 +8,762	+68%	+$219K	0.02%	709
2024 Q3	$333K	Buy	12,960 +9,094	+235%	+$230K	0.01%	857
2024 Q2	$95K	Buy	3,866 +18	+0.5%	+$440	﹤0.01%	1392
2024 Q1	$95.5K	Buy	3,848 +13	+0.3%	+$322	﹤0.01%	1310
2023 Q4	$96.8K	Buy	3,835 +2,379	+163%	+$56.8K	﹤0.01%	1260
2023 Q3	$34.2K	Sell	1,456 -264	-15%	-$6.37K	﹤0.01%	1723
2023 Q2	$42.3K	Buy	+1,720	New	+$42.6K	﹤0.01%	1680

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

IFP Advisors's IBDX Position: Q2 2026 in Review

IFP Advisors reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 2.7% in Q2 2026, selling an estimated $56.5K and leaving 80,562 shares worth $2.03M. The position accounts for 0.04% of the portfolio, ranked #479.

IFP Advisors first reported a position in IBDX in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.09M in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

IFP Advisors held 80,562 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $2.03M as of Q2 2026.
IFP Advisors sold 2,241 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $56.5K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.04% of IFP Advisors's portfolio in Q2 2026, its #479 holding.
IFP Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
IFP Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $2.09M in Q1 2026.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.