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

RWA Wealth Partners’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	$4.16M	Buy	165,231 +1,772	+1%	+$44.7K	0.04%	191
2026 Q1	$4.13M	Sell	163,459 -3,738	-2%	-$95.4K	0.05%	187
2025 Q4	$4.27M	Buy	167,197 +8,746	+6%	+$224K	0.05%	181
2025 Q3	$4.06M	Buy	158,451 +3,947	+3%	+$100K	0.05%	193
2025 Q2	$3.91M	Buy	154,504 +3,257	+2%	+$80.8K	0.05%	182
2025 Q1	$3.78M	Buy	151,247 +17,577	+13%	+$435K	0.05%	173
2024 Q4	$3.29M	Buy	133,670 +116,666	+686%	+$2.92M	0.04%	197
2024 Q3	$437K	Buy	+17,004	New	+$429K	0.01%	417

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

RWA Wealth Partners's IBDX Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1.1% in Q2 2026, buying an estimated $44.7K and bringing the position to 165,231 shares worth $4.16M. The position accounts for 0.04% of the portfolio, ranked #191.

RWA Wealth Partners first reported a position in IBDX in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.27M in Q4 2025. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

RWA Wealth Partners held 165,231 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $4.16M as of Q2 2026.
RWA Wealth Partners bought 1,772 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $44.7K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.04% of RWA Wealth Partners's portfolio in Q2 2026, its #191 holding.
RWA Wealth Partners first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
RWA Wealth Partners's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $4.27M in Q4 2025.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.