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 Q3	$5.36M	Buy	222,576 +2,646	+1%	+$65.4K	0.15%	107
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

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return

Krilogy Financial's IBDX Position: Q3 2026 in Review

Krilogy Financial increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1.2% in Q3 2026, buying an estimated $65.4K and bringing the position to 222,576 shares worth $5.36M. The position accounts for 0.15% of the portfolio, ranked #107.

Krilogy Financial first reported a position in IBDX in Q1 2023 and has held it in 15 quarters since. The position peaked at $5.6M in Q1 2026. 42 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

Krilogy Financial held 222,576 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $5.36M as of Q3 2026.
Krilogy Financial bought 2,646 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $65.4K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.15% of Krilogy Financial's portfolio in Q3 2026, its #107 holding.
Krilogy Financial first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2023 and has held it in 15 quarters since.
Krilogy Financial's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $5.6M in Q1 2026.
42 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.