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 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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

WPW

Winthrop Partners - WNY Buffalo, New York $202M AUM

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Nestegg Advisors's IBDX Position: Q2 2026 in Review

Nestegg Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 4.7% in Q2 2026, buying an estimated $14.5K and bringing the position to 12,782 shares worth $322K. The position accounts for 0.23% of the portfolio, ranked #40.

Nestegg Advisors first reported a position in IBDX in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Nestegg Advisors held 12,782 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $322K as of Q2 2026.
Nestegg Advisors bought 577 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $14.5K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.23% of Nestegg Advisors's portfolio in Q2 2026, its #40 holding.
Nestegg Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
34 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.