IA
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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
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 $11.9B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return