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

NewEdge 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	$22.1M	Buy	876,466 +46,804	+6%	+$1.18M	0.07%	269
2026 Q1	$21M	Sell	829,662 -30,551	-4%	-$779K	0.08%	250
2025 Q4	$22M	Buy	860,213 +28,474	+3%	+$729K	0.08%	224
2025 Q3	$21.4M	Buy	831,739 +705,793	+560%	+$17.9M	0.1%	215
2025 Q2	$3.18M	Sell	125,946 -41,870	-25%	-$1.04M	0.02%	740
2025 Q1	$4.19M	Buy	167,816 +132,506	+375%	+$3.28M	0.02%	568
2024 Q4	$868K	Sell	35,310 -43,121	-55%	-$1.08M	0.01%	1236
2024 Q3	$2.02M	Sell	78,431 -456,910	-85%	-$11.5M	0.01%	797
2024 Q2	$13.1M	Sell	535,341 -345,817	-39%	-$8.45M	0.1%	212
2024 Q1	$21.2M	Buy	881,158 +413,503	+88%	+$10.2M	0.18%	118
2023 Q4	$11.7M	Buy	+467,655	New	+$11.2M	0.11%	190

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

NewEdge Advisors's IBDX Position: Q2 2026 in Review

NewEdge Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 5.6% in Q2 2026, buying an estimated $1.18M and bringing the position to 876,466 shares worth $22.1M. The position accounts for 0.07% of the portfolio, ranked #269.

NewEdge Advisors first reported a position in IBDX in Q4 2023 and has held it in 11 quarters since. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

NewEdge Advisors held 876,466 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $22.1M as of Q2 2026.
NewEdge Advisors bought 46,804 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $1.18M.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.07% of NewEdge Advisors's portfolio in Q2 2026, its #269 holding.
NewEdge Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.