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

Signature Wealth Management Group’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	$4.3M	Buy	169,983 +4,264	+3%	+$109K	1.63%	27
2025 Q4	$4.23M	Sell	165,719 -489	-0.3%	-$12.5K	1.72%	24
2025 Q3	$4.26M	Buy	166,208 +10,286	+7%	+$261K	1.65%	21
2025 Q2	$3.94M	Buy	155,922 +4,167	+3%	+$103K	1.56%	25
2025 Q1	$3.79M	Buy	151,755 +5,153	+4%	+$127K	1.48%	28
2024 Q4	$3.6M	Buy	146,602 +55,399	+61%	+$1.39M	1.45%	30
2024 Q3	$2.34M	Buy	91,203 +3,622	+4%	+$91.5K	0.94%	40
2024 Q2	$2.15M	Buy	87,581 +1,656	+2%	+$40.4K	0.94%	36
2024 Q1	$2.07M	Buy	85,925 +36,076	+72%	+$894K	0.94%	38
2023 Q4	$1.26M	Buy	+49,849	New	+$1.19M	0.58%	62
2023 Q2	$1.17M	Buy	47,590 +734	+2%	+$18.2K	0.55%	65
2023 Q1	$1.17M	Buy	46,856 +1,062	+2%	+$26.3K	0.56%	65
2022 Q4	$1.11M	Buy	45,794 +2,483	+6%	+$59.6K	0.54%	62
2022 Q3	$1.02M	Buy	+43,311	New	+$1.1M	0.52%	63

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Signature Wealth Management Group's IBDX Position: Q1 2026 in Review

Signature Wealth Management Group increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 2.6% in Q1 2026, buying an estimated $109K and bringing the position to 169,983 shares worth $4.3M. The position accounts for 1.63% of the portfolio, ranked #27.

Signature Wealth Management Group first reported a position in IBDX in Q3 2022 and has held it in 14 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

Signature Wealth Management Group held 169,983 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $4.3M as of Q1 2026.
Signature Wealth Management Group bought 4,264 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $109K.
iShares iBonds Dec 2032 Term Corporate ETF made up 1.63% of Signature Wealth Management Group's portfolio in Q1 2026, its #27 holding.
Signature Wealth Management Group first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2022 and has held it in 14 quarters since.
221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.