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

Members 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 Q3	$7.11M	Buy	+295,459	New	+$7.31M	3.55%	6

Other funds holding IBDX

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Members Wealth's IBDX Position: Q3 2026 in Review

Members Wealth opened a new position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q3 2026: 295,459 shares worth $7.11M. The stake represents 3.55% of the portfolio and ranks #6 among its holdings.

51 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

Members Wealth held 295,459 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $7.11M as of Q3 2026.
iShares iBonds Dec 2032 Term Corporate ETF was a new Members Wealth position in Q3 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 3.55% of Members Wealth's portfolio in Q3 2026, its #6 holding.
51 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.