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 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 $12.7B AUM 17.41% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

NewEdge Advisors's IBDX Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 3.6% in Q1 2026, selling an estimated $779K and leaving 829,662 shares worth $21M. The position accounts for 0.08% of the portfolio, ranked #250.

NewEdge Advisors first reported a position in IBDX in Q4 2023 and has held it in 10 quarters since. The position peaked at $22M in Q4 2025. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

NewEdge Advisors held 829,662 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $21M as of Q1 2026.
NewEdge Advisors sold 30,551 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $779K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.08% of NewEdge Advisors's portfolio in Q1 2026, its #250 holding.
NewEdge Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
NewEdge Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $22M in Q4 2025.
221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.