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

Modern Wealth Management’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	$2.56M	Buy	+101,538	New	+$2.56M	0.03%	347

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Modern Wealth Management's IBDX Position: Q2 2026 in Review

Modern Wealth Management opened a new position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2026: 101,538 shares worth $2.56M. The stake represents 0.03% of the portfolio and ranks #347 among its holdings.

228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Modern Wealth Management held 101,538 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $2.56M as of Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF was a new Modern Wealth Management position in Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #347 holding.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.