Sarver Vrooman Wealth Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Sarver Vrooman Wealth Advisors’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	$538K	Hold	21,462	–	–	0.32%	10
2026 Q1	$542K	Buy	21,462 +826	+4%	+$21.1K	0.33%	10
2025 Q4	$527K	Buy	20,636 +2,040	+11%	+$52.2K	0.33%	11
2025 Q3	$476K	Buy	18,596 +11,308	+155%	+$287K	0.31%	11
2025 Q2	$184K	Buy	7,288 +6,238	+594%	+$155K	0.12%	18
2025 Q1	$26.2K	Buy	+1,050	New	+$26K	0.02%	100

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

Sarver Vrooman Wealth Advisors's IBDX Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q2 2026 at 21,462 shares worth $538K. The position accounts for 0.32% of the portfolio, ranked #10.

Sarver Vrooman Wealth Advisors first reported a position in IBDX in Q1 2025 and has held it in 6 quarters since. The position peaked at $542K in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Sarver Vrooman Wealth Advisors held 21,462 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $538K as of Q2 2026.
Sarver Vrooman Wealth Advisors left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.32% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Sarver Vrooman Wealth Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $542K in Q1 2026.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.