Krilogy Financial’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Krilogy Financial’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	$5.54M	Sell	219,930 -1,009	-0.5%	-$25.4K	0.16%	100
2026 Q1	$5.6M	Buy	220,939 +2,518	+1%	+$64.2K	0.18%	94
2025 Q4	$5.58M	Buy	218,421 +4,891	+2%	+$125K	0.19%	84
2025 Q3	$5.43M	Buy	213,530 +20,932	+11%	+$531K	0.2%	76
2025 Q2	$4.87M	Buy	192,598 +3,856	+2%	+$95.7K	0.28%	70
2025 Q1	$4.72M	Buy	188,742 +6,589	+4%	+$163K	0.31%	67
2024 Q4	$4.48M	Buy	182,153 +7,073	+4%	+$177K	0.3%	67
2024 Q3	$4.5M	Buy	175,080 +9,876	+6%	+$249K	0.31%	64
2024 Q2	$4.06M	Sell	165,204 -5,934	-3%	-$145K	0.3%	73
2024 Q1	$4.25M	Sell	171,138 -1,533	-0.9%	-$38K	0.33%	66
2023 Q4	$4.36M	Buy	172,671 +11,151	+7%	+$266K	0.37%	65
2023 Q3	$3.79M	Buy	161,520 +5,119	+3%	+$124K	0.35%	65
2023 Q2	$3.85M	Buy	156,401 +1,761	+1%	+$43.6K	0.35%	69
2023 Q1	$3.88M	Buy	+154,640	New	+$3.83M	0.33%	67

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

Krilogy Financial's IBDX Position: Q2 2026 in Review

Krilogy Financial reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 0.46% in Q2 2026, selling an estimated $25.4K and leaving 219,930 shares worth $5.54M. The position accounts for 0.16% of the portfolio, ranked #100.

Krilogy Financial first reported a position in IBDX in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.6M in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Krilogy Financial held 219,930 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $5.54M as of Q2 2026.
Krilogy Financial sold 1,009 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $25.4K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.16% of Krilogy Financial's portfolio in Q2 2026, its #100 holding.
Krilogy Financial first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
Krilogy Financial's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $5.6M in Q1 2026.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.