RA
IBDX icon

RFG Advisory’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

RFG Advisory’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
2024
Q1 		– Sell
-69,576
Closed -$1.76M – 727
2023
Q4 		$1.76M Buy
+69,576
New +$1.66M 0.07% 220

Other funds holding IBDX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

RFG Advisory's IBDX Position: Q1 2024 in Review

RFG Advisory sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q1 2024, closing a stake of 69,576 shares — an estimated $1.76M sold.

RFG Advisory first reported a position in IBDX in Q4 2023 and held it in 1 quarter. The position peaked at $1.76M in Q4 2023. 102 funds tracked by Wall St. Rank hold IBDX as of Q1 2024.

  • RFG Advisory reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
  • RFG Advisory sold 69,576 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2024, an estimated $1.76M.
  • RFG Advisory first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and held it in 1 quarter.
  • RFG Advisory's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $1.76M in Q4 2023.
  • 102 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2024.

Based on RFG Advisory's 13F filing for Q1 2024, filed 11 Apr 2024.