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Sowell Financial Services’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Sowell Financial Services’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 		$550K Buy
21,825
+2,101
+11% +$52.9K 0.02% 615
2026
Q1 		$498K Buy
19,724
+2,919
+17% +$74.5K 0.02% 637
2025
Q4 		$429K Buy
16,805
+6,250
+59% +$160K 0.02% 696
2025
Q3 		$270K Buy
10,555
+40
+0.4% +$1.01K 0.01% 855
2025
Q2 		$266K Buy
+10,515
New +$261K 0.01% 846
2024
Q4 		– Sell
-20,155
Closed -$473K – 546
2024
Q3 		$473K Buy
+20,155
New +$509K 0.02% 449

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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Sowell Financial Services's IBDX Position: Q2 2026 in Review

Sowell Financial Services increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 11% in Q2 2026, buying an estimated $52.9K and bringing the position to 21,825 shares worth $550K. The position accounts for 0.02% of the portfolio, ranked #615.

Sowell Financial Services first reported a position in IBDX in Q3 2024 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Sowell Financial Services held 21,825 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $550K as of Q2 2026.
  • Sowell Financial Services bought 2,101 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $52.9K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #615 holding.
  • Sowell Financial Services first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2024 and has held it in 6 quarters since.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.