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Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-3,000
Closed -$76.6K – 393
2025
Q4 		$76.6K Buy
+3,000
New +$76.8K 0.01% 285

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBDX Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q1 2026, closing a stake of 3,000 shares — an estimated $76.6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBDX in Q4 2025 and held it in 1 quarter. The position peaked at $76.6K in Q4 2025. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 3,000 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $76.6K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds Dec 2032 Term Corporate ETF position peaked at $76.6K in Q4 2025.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.