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

Merit Financial 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
2026
Q2 		$324K Buy
12,869
+36
+0.3% +$907 ﹤0.01% 1773
2026
Q1 		$324K Buy
12,833
+2,245
+21% +$57.3K ﹤0.01% 1610
2025
Q4 		$270K Buy
10,588
+1,327
+14% +$34K ﹤0.01% 1620
2025
Q3 		$237K Buy
+9,261
New +$235K ﹤0.01% 1570

Other funds holding IBDX

IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Merit Financial Group's IBDX Position: Q2 2026 in Review

Merit Financial Group increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 0.28% in Q2 2026, buying an estimated $907 and bringing the position to 12,869 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Merit Financial Group first reported a position in IBDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $324K in Q1 2026. 35 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Merit Financial Group held 12,869 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $324K as of Q2 2026.
  • Merit Financial Group bought 36 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $907.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1773 holding.
  • Merit Financial Group first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Merit Financial Group's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $324K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.