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

OneDigital Investment 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	$3.76M	Sell	149,251 -21,767	-13%	-$549K	0.03%	366
2026 Q1	$4.32M	Buy	171,018 +5,299	+3%	+$135K	0.04%	302
2025 Q4	$4.23M	Buy	+165,719	New	+$4.24M	0.04%	294

Other funds holding IBDX

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

OneDigital Investment Advisors's IBDX Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 13% in Q2 2026, selling an estimated $549K and leaving 149,251 shares worth $3.76M. The position accounts for 0.03% of the portfolio, ranked #366.

OneDigital Investment Advisors first reported a position in IBDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.32M in Q1 2026. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

OneDigital Investment Advisors held 149,251 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $3.76M as of Q2 2026.
OneDigital Investment Advisors sold 21,767 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $549K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q2 2026, its #366 holding.
OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
OneDigital Investment Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $4.32M in Q1 2026.
229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.