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 Q2	$2.45M	Buy	97,135 +9,900	+11%	+$249K	0.13%	110
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

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

Segment Wealth Management's IBDX Position: Q2 2026 in Review

Segment Wealth Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 11% in Q2 2026, buying an estimated $249K and bringing the position to 97,135 shares worth $2.45M. The position accounts for 0.13% of the portfolio, ranked #110.

Segment Wealth Management first reported a position in IBDX in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Segment Wealth Management held 97,135 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $2.45M as of Q2 2026.
Segment Wealth Management bought 9,900 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $249K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.13% of Segment Wealth Management's portfolio in Q2 2026, its #110 holding.
Segment Wealth Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.