J.W. Cole Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

J.W. Cole 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	$1.25M	Buy	49,380 +3,707	+8%	+$94.6K	0.04%	335
2025 Q4	$1.17M	Buy	45,673 +5,644	+14%	+$144K	0.03%	587
2025 Q3	$1.03M	Buy	40,029 +3,988	+11%	+$101K	0.02%	708
2025 Q2	$911K	Buy	+36,041	New	+$894K	0.02%	697
2025 Q1	–	Sell	-42,065	Closed	-$1.03M	–	1304
2024 Q4	$1.03M	Sell	42,065 -4,441	-10%	-$111K	0.04%	405
2024 Q3	$1.2M	Buy	46,506 +31,408	+208%	+$793K	0.05%	352
2024 Q2	$371K	Buy	15,098 +4,104	+37%	+$100K	0.02%	624
2024 Q1	$273K	Buy	+10,994	New	+$272K	0.01%	723

Other funds holding IBDX

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return