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 Q2	$949K	Sell	37,673 -1,664	-4%	-$41.9K	0.34%	50
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 $14.6B AUM 22.78% 1-Year Est. Return

CIA

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

CAI

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

REDW Wealth's IBDX Position: Q2 2026 in Review

REDW Wealth reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 4.2% in Q2 2026, selling an estimated $41.9K and leaving 37,673 shares worth $949K. The position accounts for 0.34% of the portfolio, ranked #50.

REDW Wealth first reported a position in IBDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.16M in Q3 2024. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

REDW Wealth held 37,673 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $949K as of Q2 2026.
REDW Wealth sold 1,664 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $41.9K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.34% of REDW Wealth's portfolio in Q2 2026, its #50 holding.
REDW Wealth first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
REDW Wealth's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $2.16M in Q3 2024.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.