Segment Wealth Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Segment Wealth Management’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 Q1	$2.2M	Buy	87,235 +21,385	+32%	+$546K	0.13%	114
2025 Q4	$1.68M	Buy	65,850 +5,840	+10%	+$149K	0.1%	115
2025 Q3	$1.54M	Buy	60,010 +2,800	+5%	+$71.1K	0.09%	125
2025 Q2	$1.45M	Buy	57,210 +2,250	+4%	+$55.8K	0.09%	132
2025 Q1	$1.37M	Buy	54,960 +6,020	+12%	+$149K	0.09%	126
2024 Q4	$1.2M	Buy	48,940 +21,980	+82%	+$550K	0.08%	135
2024 Q3	$693K	Buy	26,960 +940	+4%	+$23.7K	0.05%	169
2024 Q2	$639K	Buy	26,020 +2,450	+10%	+$59.8K	0.05%	171
2024 Q1	$585K	Buy	23,570 +14,870	+171%	+$368K	0.04%	176
2023 Q4	$220K	Buy	+8,700	New	+$208K	0.02%	236

Other funds holding IBDX

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return