MML Investors Services
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MML Investors Services’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

MML Investors Services’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 		$254K Sell
10,058
-1,222
-11% -$31.2K ﹤0.01% 2663
2025
Q4 		$288K Sell
11,280
-357
-3% -$9.14K ﹤0.01% 2654
2025
Q3 		$298K Sell
11,637
-10,254
-47% -$260K ﹤0.01% 2525
2025
Q2 		$554K Sell
21,891
-12,903
-37% -$320K ﹤0.01% 2026
2025
Q1 		$870K Buy
34,794
+1,461
+4% +$36.1K ﹤0.01% 1674
2024
Q4 		$819K Buy
33,333
+2,901
+10% +$72.6K ﹤0.01% 1638
2024
Q3 		$782K Buy
30,432
+4,160
+16% +$105K ﹤0.01% 1592
2024
Q2 		$645K Buy
26,272
+8,080
+44% +$197K ﹤0.01% 1632
2024
Q1 		$451K Buy
18,192
+4,256
+31% +$105K ﹤0.01% 1853
2023
Q4 		$352K Buy
+13,936
New +$332K ﹤0.01% 1956

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

MML Investors Services's IBDX Position: Q1 2026 in Review

MML Investors Services reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 11% in Q1 2026, selling an estimated $31.2K and leaving 10,058 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2663.

MML Investors Services first reported a position in IBDX in Q4 2023 and has held it in 10 quarters since. The position peaked at $870K in Q1 2025. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • MML Investors Services held 10,058 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $254K as of Q1 2026.
  • MML Investors Services sold 1,222 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $31.2K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2663 holding.
  • MML Investors Services first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
  • MML Investors Services's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $870K in Q1 2025.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.