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

Simplicity Wealth’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
2025
Q4 		– Sell
-9,225
Closed -$236K – 727
2025
Q3 		$236K Buy
+9,225
New +$234K 0.01% 632

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
Wells Fargo
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SF
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
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return

Simplicity Wealth's IBDX Position: Q4 2025 in Review

Simplicity Wealth sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q4 2025, closing a stake of 9,225 shares — an estimated $236K sold.

Simplicity Wealth first reported a position in IBDX in Q3 2025 and held it in 1 quarter. The position peaked at $236K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBDX as of Q4 2025.

  • Simplicity Wealth reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 9,225 iShares iBonds Dec 2032 Term Corporate ETF shares in Q4 2025, an estimated $236K.
  • Simplicity Wealth first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Simplicity Wealth's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $236K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.