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Roble Belko & Company’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Roble Belko & Company’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 		$1.82M Hold
72,379
– – 0.2% 50
2026
Q1 		$1.83M Buy
72,379
+65,266
+918% +$1.67M 0.23% 47
2025
Q4 		$182K Sell
7,113
-4,284
-38% -$110K 0.02% 130
2025
Q3 		$292K Buy
11,397
+1,150
+11% +$29.2K 0.04% 91
2025
Q2 		$259K Buy
10,247
+3,134
+44% +$77.8K 0.04% 97
2025
Q1 		$178K Buy
7,113
+976
+16% +$24.1K 0.03% 107
2024
Q4 		$151K Hold
6,137
– – 0.02% 118
2024
Q3 		$158K Hold
6,137
– – 0.02% 112
2024
Q2 		$151K Buy
6,137
+2,083
+51% +$50.9K 0.03% 114
2024
Q1 		$101K Buy
+4,054
New +$100K 0.02% 140

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
PWM
Parkway Wealth Management Plano, Texas $866M AUM
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Roble Belko & Company's IBDX Position: Q2 2026 in Review

Roble Belko & Company held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q2 2026 at 72,379 shares worth $1.82M. The position accounts for 0.2% of the portfolio, ranked #50.

Roble Belko & Company first reported a position in IBDX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.83M in Q1 2026. 78 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Roble Belko & Company held 72,379 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.82M as of Q2 2026.
  • Roble Belko & Company left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.2% of Roble Belko & Company's portfolio in Q2 2026, its #50 holding.
  • Roble Belko & Company first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • Roble Belko & Company's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $1.83M in Q1 2026.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.