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 Q3	$513K	Sell	21,314 -148	-0.7%	-$3.66K	0.3%	10
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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

WMWM

Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's IBDX Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 0.69% in Q3 2026, selling an estimated $3.66K and leaving 21,314 shares worth $513K. The position accounts for 0.3% of the portfolio, ranked #10.

Sarver Vrooman Wealth Advisors first reported a position in IBDX in Q1 2025 and has held it in 7 quarters since. The position peaked at $542K in Q1 2026. 25 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

Sarver Vrooman Wealth Advisors held 21,314 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $513K as of Q3 2026.
Sarver Vrooman Wealth Advisors sold 148 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $3.66K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.3% of Sarver Vrooman Wealth Advisors's portfolio in Q3 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 7 quarters since.
Sarver Vrooman Wealth Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $542K in Q1 2026.
25 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.