MA
IBDX icon

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
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 $11.9B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return