Sonata Capital Group’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Sonata Capital 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 Q2	$966K	Buy	38,355 +213	+0.6%	+$5.37K	0.31%	62
2026 Q1	$964K	Buy	38,142 +4,387	+13%	+$112K	0.36%	58
2025 Q4	$862K	Buy	33,755 +5,906	+21%	+$151K	0.31%	60
2025 Q3	$713K	Buy	27,849 +15,849	+132%	+$402K	0.26%	63
2025 Q2	$303K	Buy	+12,000	New	+$298K	0.12%	92

Other funds holding IBDX

CAI

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

SIC

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

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

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Sonata Capital Group's IBDX Position: Q2 2026 in Review

Sonata Capital Group increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 0.56% in Q2 2026, buying an estimated $5.37K and bringing the position to 38,355 shares worth $966K. The position accounts for 0.31% of the portfolio, ranked #62.

Sonata Capital Group first reported a position in IBDX in Q2 2025 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Sonata Capital Group held 38,355 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $966K as of Q2 2026.
Sonata Capital Group bought 213 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $5.37K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.31% of Sonata Capital Group's portfolio in Q2 2026, its #62 holding.
Sonata Capital Group first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
109 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.