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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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
$12.7B 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
$530B 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
$666B 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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