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MASECO Private Wealth’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

MASECO Private Wealth’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
-800
Closed -$20.4K – 470
2025
Q4 		$20.4K Buy
+800
New +$20.5K ﹤0.01% 259

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

MASECO Private Wealth's IBDX Position: Q1 2026 in Review

MASECO Private Wealth sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q1 2026, closing a stake of 800 shares — an estimated $20.4K sold.

MASECO Private Wealth first reported a position in IBDX in Q4 2025 and held it in 1 quarter. The position peaked at $20.4K in Q4 2025. 222 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • MASECO Private Wealth reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 800 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $20.4K.
  • MASECO Private Wealth first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • MASECO Private Wealth's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $20.4K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.