Sonata Capital Group
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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
Q3 		$928K Buy
38,572
+217
+0.6% +$5.37K 0.3% 62
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Seven Springs Wealth Group
Seven Springs Wealth Group Brentwood, Tennessee $452M AUM 9.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Sonata Capital Group's IBDX Position: Q3 2026 in Review

Sonata Capital Group increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 0.57% in Q3 2026, buying an estimated $5.37K and bringing the position to 38,572 shares worth $928K. The position accounts for 0.3% of the portfolio, ranked #62.

Sonata Capital Group first reported a position in IBDX in Q2 2025 and has held it in 6 quarters since. The position peaked at $966K in Q2 2026. 168 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

  • Sonata Capital Group held 38,572 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $928K as of Q3 2026.
  • Sonata Capital Group bought 217 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $5.37K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.3% of Sonata Capital Group's portfolio in Q3 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 6 quarters since.
  • Sonata Capital Group's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $966K in Q2 2026.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.