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LHC
Little House Capital’s
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
Stock Holding History
Little House Capital’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
$989K
Sell
39,152
-3,175
-8%
-$81K
0.26%
80
2025
Q4
$1.08M
Sell
42,327
-3,927
-8%
-$101K
0.27%
78
2025
Q3
$1.19M
Buy
46,254
+1,020
+2%
+$25.9K
0.27%
76
2025
Q2
$1.14M
Sell
45,234
-65
-0.1%
-$1.61K
0.29%
79
2025
Q1
$1.13M
Sell
45,299
-3,423
-7%
-$84.7K
0.31%
76
2024
Q4
$1.2M
Sell
48,722
-69
-0.1%
-$1.73K
0.34%
58
2024
Q3
$1.25M
Buy
48,791
+2,098
+4%
+$53K
0.36%
63
2024
Q2
$1.15M
Buy
46,693
+6,038
+15%
+$147K
0.36%
65
2024
Q1
$1.01M
Sell
40,655
-7,196
-15%
-$178K
0.33%
76
2023
Q4
$1.21M
Buy
47,851
+855
+2%
+$20.4K
0.44%
64
2023
Q3
$1.1M
Buy
46,996
+6,537
+16%
+$158K
0.45%
65
2023
Q2
$996K
Buy
40,459
+3,033
+8%
+$75.1K
0.42%
70
2023
Q1
$938K
Buy
+37,426
New
+$926K
0.44%
68
Other funds holding IBDX
ACA
Aptus Capital Advisors
Fairhope, Alabama
$11.9B AUM
17.41%
1-Year Est. Return
CIA
Capital Investment Advisors
Atlanta, Georgia
$6.84B AUM
17.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
CAI
Capital Advisors Inc
Tulsa, Oklahoma
$6.22B AUM
22.28%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SF
Summit Financial
Parsippany, New Jersey
$7.85B AUM
20.99%
1-Year Est. Return
SIC
Sigma Investment Counselors
Northville, Michigan
$1.89B AUM
14.55%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
KA
Klingman & Associates
New York
$2.09B AUM
16.49%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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