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Miller Global Investments’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Miller Global Investments’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 		– Sell
-2,315
Closed -$58.5K – 301
2026
Q1 		$58.5K Buy
+2,315
New +$59.1K 0.05% 177

Other funds holding IBDX

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

Miller Global Investments's IBDX Position: Q2 2026 in Review

Miller Global Investments sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2026, closing a stake of 2,315 shares — an estimated $58.5K sold.

Miller Global Investments first reported a position in IBDX in Q1 2026 and held it in 1 quarter. The position peaked at $58.5K in Q1 2026. 127 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Miller Global Investments reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Miller Global Investments sold 2,315 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $58.5K.
  • Miller Global Investments first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Miller Global Investments's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $58.5K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.