Redwood Financial Network’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Redwood Financial Network’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 Q3	$443K	Buy	18,411 +834	+5%	+$20.6K	0.24%	116
2026 Q2	$443K	Buy	17,577 +1,085	+7%	+$27.3K	0.25%	110
2026 Q1	$417K	Buy	16,492 +5,583	+51%	+$142K	0.27%	105
2025 Q4	$279K	Buy	+10,909	New	+$279K	0.18%	143

Other funds holding IBDX

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Seven Springs Wealth Group Brentwood, Tennessee $452M AUM 9.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Redwood Financial Network's IBDX Position: Q3 2026 in Review

Redwood Financial Network increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 4.7% in Q3 2026, buying an estimated $20.6K and bringing the position to 18,411 shares worth $443K. The position accounts for 0.24% of the portfolio, ranked #116.

Redwood Financial Network first reported a position in IBDX in Q4 2025 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

Redwood Financial Network held 18,411 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $443K as of Q3 2026.
Redwood Financial Network bought 834 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $20.6K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.24% of Redwood Financial Network's portfolio in Q3 2026, its #116 holding.
Redwood Financial Network first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
218 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on Redwood Financial Network's 13F filing for Q3 2026, filed 3 Nov 2026.