Van Hulzen Asset Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Van Hulzen Asset 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
2026 Q2	$383K	Sell	15,220 -1,523	-9%	-$38.4K	0.03%	282
2026 Q1	$423K	Buy	+16,743	New	+$427K	0.03%	247
2025 Q1	–	Sell	-1,818	Closed	-$44.7K	–	648
2024 Q4	$44.7K	Buy	+1,818	New	+$45.5K	﹤0.01%	528

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

Van Hulzen Asset Management's IBDX Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 9.1% in Q2 2026, selling an estimated $38.4K and leaving 15,220 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #282.

Van Hulzen Asset Management first reported a position in IBDX in Q4 2024 and has held it in 3 quarters since. The position peaked at $423K in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Van Hulzen Asset Management held 15,220 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $383K as of Q2 2026.
Van Hulzen Asset Management sold 1,523 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $38.4K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.03% of Van Hulzen Asset Management's portfolio in Q2 2026, its #282 holding.
Van Hulzen Asset Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and has held it in 3 quarters since.
Van Hulzen Asset Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $423K in Q1 2026.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.