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Sterling Investment Advisors (Pennsylvania)’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$756K Buy
30,025
+4,200
+16% +$106K 0.13% 121
2026
Q1 		$653K Buy
25,825
+1,250
+5% +$31.9K 0.12% 120
2025
Q4 		$627K Buy
24,575
+6,400
+35% +$164K 0.12% 127
2025
Q3 		$466K Buy
+18,175
New +$461K 0.09% 141

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
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 19.35% 1-Year Est. Return
Commonwealth Equity Services
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
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IBDX Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 16% in Q2 2026, buying an estimated $106K and bringing the position to 30,025 shares worth $756K. The position accounts for 0.13% of the portfolio, ranked #121.

Sterling Investment Advisors (Pennsylvania) first reported a position in IBDX in Q3 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 30,025 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $756K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 4,200 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $106K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.13% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #121 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.