REDW Wealth’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

REDW Wealth’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	$994K	Sell	39,337 -1,940	-5%	-$49.5K	0.4%	47
2025 Q4	$1.05M	Sell	41,277 -1,062	-3%	-$27.2K	0.4%	48
2025 Q3	$1.08M	Buy	42,339 +595	+1%	+$15.1K	0.41%	45
2025 Q2	$1.06M	Buy	41,744 +717	+2%	+$17.8K	0.42%	42
2025 Q1	$1.03M	Sell	41,027 -8,159	-17%	-$202K	0.38%	42
2024 Q4	$1.21M	Sell	49,186 -34,751	-41%	-$870K	0.42%	40
2024 Q3	$2.16M	Buy	83,937 +3,045	+4%	+$76.9K	0.55%	32
2024 Q2	$1.99M	Buy	80,892 +29,264	+57%	+$715K	0.52%	35
2024 Q1	$1.28M	Buy	51,628 +18,990	+58%	+$471K	0.35%	44
2023 Q4	$823K	Buy	+32,638	New	+$779K	0.24%	60

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 $1.89B AUM 14.55% 1-Year Est. Return

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

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

REDW Wealth's IBDX Position: Q1 2026 in Review

REDW Wealth reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 4.7% in Q1 2026, selling an estimated $49.5K and leaving 39,337 shares worth $994K. The position accounts for 0.4% of the portfolio, ranked #47.

REDW Wealth first reported a position in IBDX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.16M in Q3 2024. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

REDW Wealth held 39,337 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $994K as of Q1 2026.
REDW Wealth sold 1,940 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $49.5K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.4% of REDW Wealth's portfolio in Q1 2026, its #47 holding.
REDW Wealth first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
REDW Wealth's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $2.16M in Q3 2024.
221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.