Seneca House Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Seneca House 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	$2.85M	Sell	113,199 -5,795	-5%	-$146K	1.01%	29
2026 Q1	$3.01M	Sell	118,994 -173,442	-59%	-$4.42M	1.19%	27
2025 Q4	$7.47M	Sell	292,436 -177,254	-38%	-$4.54M	2.79%	11
2025 Q3	$12M	Buy	469,690 +47,873	+11%	+$1.21M	4.86%	5
2025 Q2	$10.7M	Sell	421,817 -12,817	-3%	-$318K	4.53%	6
2025 Q1	$10.9M	Buy	434,634 +22,148	+5%	+$548K	4.62%	5
2024 Q4	$10.1M	Buy	412,486 +54,371	+15%	+$1.36M	4.02%	6
2024 Q3	$9.21M	Buy	358,115 +5,993	+2%	+$151K	3.88%	8
2024 Q2	$8.65M	Buy	352,122 +18,875	+6%	+$461K	3.75%	8
2024 Q1	$8.27M	Buy	333,247 +36,913	+12%	+$915K	3.59%	10
2023 Q4	$7.48M	Buy	296,334 +39,053	+15%	+$932K	3.46%	10
2023 Q3	$6M	Buy	257,281 +68,245	+36%	+$1.65M	3.12%	14
2023 Q2	$4.65M	Buy	189,036 +29,278	+18%	+$725K	2.32%	17
2023 Q1	$4.01M	Buy	159,758 +22,761	+17%	+$563K	2.08%	18
2022 Q4	$3.31M	Buy	+136,997	New	+$3.29M	1.83%	22

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

Seneca House Advisors's IBDX Position: Q2 2026 in Review

Seneca House Advisors reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 4.9% in Q2 2026, selling an estimated $146K and leaving 113,199 shares worth $2.85M. The position accounts for 1.01% of the portfolio, ranked #29.

Seneca House Advisors first reported a position in IBDX in Q4 2022 and has held it in 15 quarters since. The position peaked at $12M in Q3 2025. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Seneca House Advisors held 113,199 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $2.85M as of Q2 2026.
Seneca House Advisors sold 5,795 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $146K.
iShares iBonds Dec 2032 Term Corporate ETF made up 1.01% of Seneca House Advisors's portfolio in Q2 2026, its #29 holding.
Seneca House Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Seneca House Advisors's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $12M in Q3 2025.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.