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 Q2	$1.24M	Buy	49,385 +5	+0%	+$126	0.02%	685
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	–	1302
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

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

J.W. Cole Advisors's IBDX Position: Q2 2026 in Review

J.W. Cole Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 0.01% in Q2 2026, buying an estimated $126 and bringing the position to 49,385 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #685.

J.W. Cole Advisors first reported a position in IBDX in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.25M in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

J.W. Cole Advisors held 49,385 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.24M as of Q2 2026.
J.W. Cole Advisors bought 5 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $126.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #685 holding.
J.W. Cole Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
J.W. Cole Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $1.25M in Q1 2026.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.