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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

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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. 186 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.
  • 186 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.