Wealth Enhancement Advisory Services
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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
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

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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBDX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 39% in Q2 2026, buying an estimated $885K and bringing the position to 126,162 shares worth $3.15M. The position accounts for 0.01% of the portfolio, ranked #1286.

Wealth Enhancement Advisory Services first reported a position in IBDX in Q3 2023 and has held it in 12 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 126,162 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $3.15M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 35,129 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $885K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1286 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 12 quarters since.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.