Stonebrook Private’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Stonebrook Private’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	$2.43M	Buy	96,344 +1,367	+1%	+$34.4K	0.44%	49
2026 Q1	$2.4M	Buy	94,977 +3,867	+4%	+$98.7K	0.51%	43
2025 Q4	$2.33M	Buy	91,110 +2,563	+3%	+$65.6K	0.49%	42
2025 Q3	$2.27M	Buy	88,547 +543	+0.6%	+$13.8K	0.49%	54
2025 Q2	$2.23M	Buy	88,004 +2,368	+3%	+$58.7K	0.52%	51
2025 Q1	$2.14M	Buy	85,636 +5,589	+7%	+$138K	0.56%	53
2024 Q4	$1.97M	Buy	80,047 +7,161	+10%	+$179K	0.52%	53
2024 Q3	$1.87M	Buy	72,886 +21,880	+43%	+$553K	0.5%	57
2024 Q2	$1.25M	Buy	51,006 +12,101	+31%	+$296K	0.36%	72
2024 Q1	$965K	Buy	38,905 +16,120	+71%	+$399K	0.28%	76
2023 Q4	$575K	Buy	+22,785	New	+$544K	0.19%	102

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

Stonebrook Private's IBDX Position: Q2 2026 in Review

Stonebrook Private increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1.4% in Q2 2026, buying an estimated $34.4K and bringing the position to 96,344 shares worth $2.43M. The position accounts for 0.44% of the portfolio, ranked #49.

Stonebrook Private first reported a position in IBDX in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Stonebrook Private held 96,344 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $2.43M as of Q2 2026.
Stonebrook Private bought 1,367 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $34.4K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.44% of Stonebrook Private's portfolio in Q2 2026, its #49 holding.
Stonebrook Private first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.