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

Spire Wealth Management’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
-1,084
Closed -$27.8K – 2395
2025
Q3 		$27.8K Buy
+1,084
New +$27.5K ﹤0.01% 1415

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 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

Spire Wealth Management's IBDX Position: Q4 2025 in Review

Spire Wealth Management sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q4 2025, closing a stake of 1,084 shares — an estimated $27.8K sold.

Spire Wealth Management first reported a position in IBDX in Q3 2025 and held it in 1 quarter. The position peaked at $27.8K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBDX as of Q4 2025.

  • Spire Wealth Management reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,084 iShares iBonds Dec 2032 Term Corporate ETF shares in Q4 2025, an estimated $27.8K.
  • Spire Wealth Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Spire Wealth Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $27.8K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.