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

LPL 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	$14.2M	Buy	563,924 +53,999	+11%	+$1.36M	﹤0.01%	1830
2026 Q1	$12.9M	Buy	509,925 +141,857	+39%	+$3.62M	﹤0.01%	1795
2025 Q4	$9.4M	Buy	368,068 +41,143	+13%	+$1.05M	﹤0.01%	1987
2025 Q3	$8.38M	Buy	326,925 +64,790	+25%	+$1.64M	﹤0.01%	2037
2025 Q2	$6.63M	Buy	262,135 +24,264	+10%	+$602K	﹤0.01%	2081
2025 Q1	$5.94M	Buy	237,871 +28,875	+14%	+$714K	﹤0.01%	2006
2024 Q4	$5.14M	Sell	208,996 -84,606	-29%	-$2.12M	﹤0.01%	2064
2024 Q3	$7.55M	Buy	293,602 +41,514	+16%	+$1.05M	﹤0.01%	1680
2024 Q2	$6.19M	Buy	252,088 +11,006	+5%	+$269K	﹤0.01%	1700
2024 Q1	$5.98M	Buy	241,082 +84,846	+54%	+$2.1M	﹤0.01%	1656
2023 Q4	$3.94M	Buy	156,236 +119,405	+324%	+$2.85M	﹤0.01%	1851
2023 Q3	$865K	Buy	36,831 +4,483	+14%	+$108K	﹤0.01%	3022
2023 Q2	$796K	Buy	+32,348	New	+$801K	﹤0.01%	3039

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

LPL Financial's IBDX Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 11% in Q2 2026, buying an estimated $1.36M and bringing the position to 563,924 shares worth $14.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

LPL Financial first reported a position in IBDX in Q2 2023 and has held it in 13 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

LPL Financial held 563,924 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $14.2M as of Q2 2026.
LPL Financial bought 53,999 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $1.36M.
iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1830 holding.
LPL Financial first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.