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

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Winthrop Partners - WNY Buffalo, New York $202M AUM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Breachway Investments Charlestown, Rhode Island $66.4M AUM