Venture Visionary Partners’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Venture Visionary Partners’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	$1.23M	Buy	48,839 +1,462	+3%	+$36.8K	0.03%	310
2026 Q1	$1.2M	Buy	47,377 +195	+0.4%	+$4.97K	0.04%	294
2025 Q4	$1.2M	Sell	47,182 -9,642	-17%	-$247K	0.04%	290
2025 Q3	$1.46M	Hold	56,824	–	–	0.05%	254
2025 Q2	$1.44M	Sell	56,824 -25,514	-31%	-$633K	0.05%	244
2025 Q1	$2.06M	Sell	82,338 -639	-0.8%	-$15.8K	0.09%	185
2024 Q4	$2.04M	Sell	82,977 -18,761	-18%	-$469K	0.09%	186
2024 Q3	$2.62M	Sell	101,738 -174	-0.2%	-$4.39K	0.11%	158
2024 Q2	$2.5M	Buy	101,912 +723	+0.7%	+$17.7K	0.12%	164
2024 Q1	$2.51M	Buy	101,189 +24,401	+32%	+$605K	0.12%	166
2023 Q4	$1.94M	Sell	76,788 -647	-0.8%	-$15.4K	0.1%	182
2023 Q3	$1.82M	Buy	77,435 +495	+0.6%	+$12K	0.11%	175
2023 Q2	$1.89M	Buy	76,940 +151	+0.2%	+$3.74K	0.11%	169
2023 Q1	$1.93M	Buy	76,789 +34,462	+81%	+$853K	0.12%	160
2022 Q4	$1.02M	Buy	+42,327	New	+$1.02M	0.07%	212

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

Venture Visionary Partners's IBDX Position: Q2 2026 in Review

Venture Visionary Partners increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 3.1% in Q2 2026, buying an estimated $36.8K and bringing the position to 48,839 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #310.

Venture Visionary Partners first reported a position in IBDX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.62M in Q3 2024. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Venture Visionary Partners held 48,839 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.23M as of Q2 2026.
Venture Visionary Partners bought 1,462 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $36.8K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.03% of Venture Visionary Partners's portfolio in Q2 2026, its #310 holding.
Venture Visionary Partners first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Venture Visionary Partners's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $2.62M in Q3 2024.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.