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

Nestegg 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 Q3	$294K	Sell	12,225 -557	-4%	-$13.8K	0.19%	51
2026 Q2	$322K	Buy	12,782 +577	+5%	+$14.5K	0.23%	40
2026 Q1	$308K	Buy	12,205 +76	+0.6%	+$1.94K	0.27%	38
2025 Q4	$310K	Buy	12,129 +152	+1%	+$3.89K	0.26%	42
2025 Q3	$307K	Buy	+11,977	New	+$304K	0.27%	38

Other funds holding IBDX

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Nestegg Advisors's IBDX Position: Q3 2026 in Review

Nestegg Advisors reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 4.4% in Q3 2026, selling an estimated $13.8K and leaving 12,225 shares worth $294K. The position accounts for 0.19% of the portfolio, ranked #51.

Nestegg Advisors first reported a position in IBDX in Q3 2025 and has held it in 5 quarters since. The position peaked at $322K in Q2 2026. 101 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

Nestegg Advisors held 12,225 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $294K as of Q3 2026.
Nestegg Advisors sold 557 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $13.8K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.19% of Nestegg Advisors's portfolio in Q3 2026, its #51 holding.
Nestegg Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
Nestegg Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $322K in Q2 2026.
101 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on Nestegg Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.