Mutual Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Mutual Advisors’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	$404K	Buy	16,040 +413	+3%	+$10.4K	0.01%	1051
2026 Q1	$395K	Sell	15,627 -33	-0.2%	-$842	0.01%	1004
2025 Q4	$400K	Hold	15,660	–	–	0.01%	979
2025 Q3	$404K	Sell	15,660 -3,881	-20%	-$98.5K	0.01%	948
2025 Q2	$493K	Buy	19,541 +71	+0.4%	+$1.76K	0.01%	786
2025 Q1	$485K	Buy	19,470 +1,823	+10%	+$45.1K	0.01%	724
2024 Q4	$433K	Buy	17,647 +190	+1%	+$4.75K	0.01%	759
2024 Q3	$438K	Hold	17,457	–	–	0.01%	759
2024 Q2	$435K	Buy	17,457 +388	+2%	+$9.48K	0.01%	757
2024 Q1	$423K	Buy	17,069 +6,275	+58%	+$155K	0.01%	752
2023 Q4	$272K	Buy	+10,794	New	+$258K	0.01%	851

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

Mutual Advisors's IBDX Position: Q2 2026 in Review

Mutual Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 2.6% in Q2 2026, buying an estimated $10.4K and bringing the position to 16,040 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #1051.

Mutual Advisors first reported a position in IBDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $493K in Q2 2025. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Mutual Advisors held 16,040 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $404K as of Q2 2026.
Mutual Advisors bought 413 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $10.4K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1051 holding.
Mutual Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Mutual Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $493K in Q2 2025.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.