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Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Paradigm Strategies in Wealth Management’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 		$2.93M Sell
116,188
-4,396
-4% -$111K 1.78% 13
2026
Q1 		$3.05M Sell
120,584
-7,617
-6% -$194K 2.07% 13
2025
Q4 		$3.27M Sell
128,201
-14,329
-10% -$367K 2.15% 11
2025
Q3 		$3.65M Sell
142,530
-735
-0.5% -$18.7K 2.34% 11
2025
Q2 		$3.62M Sell
143,265
-4,919
-3% -$122K 2.37% 11
2025
Q1 		$3.7M Sell
148,184
-1,201
-0.8% -$29.7K 2.5% 10
2024
Q4 		$3.67M Sell
149,385
-4,048
-3% -$101K 2.42% 10
2024
Q3 		$3.94M Sell
153,433
-116,532
-43% -$2.94M 2.47% 10
2024
Q2 		$6.63M Buy
269,965
+20,615
+8% +$503K 4.07% 6
2024
Q1 		$6.19M Sell
249,350
-3,763
-1% -$93.2K 3.82% 6
2023
Q4 		$6.39M Sell
253,113
-6,295
-2% -$150K 4.2% 8
2023
Q3 		$6.09M Buy
259,408
+59,403
+30% +$1.43M 3.88% 9
2023
Q2 		$4.92M Buy
+200,005
New +$4.95M 3.33% 9

Other funds holding IBDX

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
IF
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
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IBDX Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 3.6% in Q2 2026, selling an estimated $111K and leaving 116,188 shares worth $2.93M. The position accounts for 1.78% of the portfolio, ranked #13.

Paradigm Strategies in Wealth Management first reported a position in IBDX in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.63M in Q2 2024. 57 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 116,188 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $2.93M as of Q2 2026.
  • Paradigm Strategies in Wealth Management sold 4,396 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $111K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 1.78% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
  • Paradigm Strategies in Wealth Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $6.63M in Q2 2024.
  • 57 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.