Wealth Enhancement Advisory Services’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$3.27M	Buy	135,491 +9,329	+7%	+$231K	﹤0.01%	1354
2026 Q2	$3.15M	Buy	126,162 +35,129	+39%	+$885K	0.01%	1286
2026 Q1	$2.3M	Buy	91,033 +34,449	+61%	+$879K	﹤0.01%	1319
2025 Q4	$1.45M	Buy	56,584 +3,311	+6%	+$84.7K	﹤0.01%	1721
2025 Q3	$1.36M	Buy	53,273 +14,074	+36%	+$357K	﹤0.01%	1672
2025 Q2	$986K	Buy	39,199 +1,446	+4%	+$35.9K	﹤0.01%	1766
2025 Q1	$943K	Sell	37,753 -7,202	-16%	-$178K	﹤0.01%	1628
2024 Q4	$1.1M	Buy	44,955 +2,116	+5%	+$53K	﹤0.01%	1481
2024 Q3	$1.1M	Buy	42,839 +1,680	+4%	+$42.4K	﹤0.01%	1343
2024 Q2	$1.01M	Buy	41,159 +989	+2%	+$24.2K	﹤0.01%	1272
2024 Q1	$997K	Buy	40,170 +8,928	+29%	+$221K	﹤0.01%	1238
2023 Q4	$788K	Buy	31,242 +904	+3%	+$21.6K	﹤0.01%	1265
2023 Q3	$712K	Buy	+30,338	New	+$732K	﹤0.01%	1243

Other funds holding IBDX

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

WMWM

Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBDX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 7.4% in Q3 2026, buying an estimated $231K and bringing the position to 135,491 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Wealth Enhancement Advisory Services first reported a position in IBDX in Q3 2023 and has held it in 13 quarters since. 22 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

Wealth Enhancement Advisory Services held 135,491 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $3.27M as of Q3 2026.
Wealth Enhancement Advisory Services bought 9,329 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $231K.
iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1354 holding.
Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2023 and has held it in 13 quarters since.
22 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.