Mosaic Family Wealth Partners’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Mosaic Family Wealth Partners’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	$244K	Buy	+9,668	New	+$244K	0.02%	388

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

Mosaic Family Wealth Partners's IBDX Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2026: 9,668 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #388 among its holdings.

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

Mosaic Family Wealth Partners held 9,668 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $244K as of Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF was a new Mosaic Family Wealth Partners position in Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #388 holding.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.