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M3 Advisory Group’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

M3 Advisory Group’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
2024
Q4 		– Sell
-8,087
Closed -$208K – 153
2024
Q3 		$208K Buy
+8,087
New +$204K 0.15% 142
2024
Q2 		– Sell
-8,087
Closed -$201K – 137
2024
Q1 		$201K Buy
+8,087
New +$200K 0.18% 129

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

M3 Advisory Group's IBDX Position: Q4 2024 in Review

M3 Advisory Group sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q4 2024, closing a stake of 8,087 shares — an estimated $208K sold.

M3 Advisory Group first reported a position in IBDX in Q1 2024 and held it in 2 quarters. The position peaked at $208K in Q3 2024. 124 funds tracked by Wall St. Rank hold IBDX as of Q4 2024.

  • M3 Advisory Group reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • M3 Advisory Group sold 8,087 iShares iBonds Dec 2032 Term Corporate ETF shares in Q4 2024, an estimated $208K.
  • M3 Advisory Group first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2024 and held it in 2 quarters.
  • M3 Advisory Group's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $208K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q4 2024.

Based on M3 Advisory Group's 13F filing for Q4 2024, filed 21 Jan 2025.