James Investment Research’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

James Investment Research’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	$354K	Hold	14,068	–	–	0.04%	298
2026 Q1	$355K	Hold	14,068	–	–	0.04%	278
2025 Q4	$359K	Hold	14,068	–	–	0.04%	281
2025 Q3	$360K	Hold	14,068	–	–	0.04%	276
2025 Q2	$356K	Hold	14,068	–	–	0.04%	253
2025 Q1	$352K	Hold	14,068	–	–	0.04%	244
2024 Q4	$346K	Buy	+14,068	New	+$352K	0.04%	255

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

James Investment Research's IBDX Position: Q2 2026 in Review

James Investment Research held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q2 2026 at 14,068 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #298.

James Investment Research first reported a position in IBDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $360K in Q3 2025. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

James Investment Research held 14,068 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $354K as of Q2 2026.
James Investment Research left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.04% of James Investment Research's portfolio in Q2 2026, its #298 holding.
James Investment Research first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
James Investment Research's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $360K in Q3 2025.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.