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

Spectrum Wealth Counsel’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
Q1 		$388K Buy
15,544
+14,218
+1,072% +$352K 0.05% 98
2024
Q4 		$32.6K Hold
1,326
– – ﹤0.01% 183
2024
Q3 		$34.1K Hold
1,326
– – ﹤0.01% 197
2024
Q2 		$32.6K Buy
+1,326
New +$32.4K ﹤0.01% 230

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Spectrum Wealth Counsel's IBDX Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1,072% in Q1 2025, buying an estimated $352K and bringing the position to 15,544 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #98.

Spectrum Wealth Counsel first reported a position in IBDX in Q2 2024 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold IBDX as of Q1 2025.

  • Spectrum Wealth Counsel held 15,544 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $388K as of Q1 2025.
  • Spectrum Wealth Counsel bought 14,218 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2025, an estimated $352K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.05% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #98 holding.
  • Spectrum Wealth Counsel first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2024 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.