Steward Partners Investment Advisory’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Steward Partners Investment Advisory’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	$202	Hold	8	–	–	﹤0.01%	4523
2026 Q1	$202	Buy	+8	New	+$204	﹤0.01%	4310
2025 Q1	–	Sell	-379	Closed	-$9.32K	–	4079
2024 Q4	$9.32K	Sell	379 -1,715	-82%	-$42.9K	﹤0.01%	3126
2024 Q3	$53.8K	Hold	2,094	–	–	﹤0.01%	2200
2024 Q2	$51.4K	Hold	2,094	–	–	﹤0.01%	2089
2024 Q1	$52K	Hold	2,094	–	–	﹤0.01%	2091
2023 Q4	$52.8K	Hold	2,094	–	–	﹤0.01%	1965
2023 Q3	$49.2K	Buy	2,094 +830	+66%	+$20K	﹤0.01%	1919
2023 Q2	$31.1K	Buy	+1,264	New	+$31.3K	﹤0.01%	2076

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Steward Partners Investment Advisory's IBDX Position: Q2 2026 in Review

Steward Partners Investment Advisory held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q2 2026 at 8 shares worth $202. The position accounts for ﹤0.01% of the portfolio, ranked #4523.

Steward Partners Investment Advisory first reported a position in IBDX in Q2 2023 and has held it in 9 quarters since. The position peaked at $53.8K in Q3 2024. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Steward Partners Investment Advisory held 8 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $202 as of Q2 2026.
Steward Partners Investment Advisory left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4523 holding.
Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2023 and has held it in 9 quarters since.
Steward Partners Investment Advisory's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $53.8K in Q3 2024.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.