Wilkins Miller Wealth Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Wilkins Miller Wealth 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	$1.58M	Sell	62,568 -4,496	-7%	-$113K	0.87%	33
2026 Q1	$1.69M	Buy	67,064 +2,887	+4%	+$73.7K	1.03%	30
2025 Q4	$1.64M	Buy	64,177 +989	+2%	+$25.3K	0.98%	30
2025 Q3	$1.62M	Buy	63,188 +7,843	+14%	+$199K	1%	28
2025 Q2	$1.4M	Sell	55,345 -6,478	-10%	-$161K	0.95%	27
2025 Q1	$1.54M	Buy	61,823 +136	+0.2%	+$3.36K	1.16%	25
2024 Q4	$1.52M	Buy	+61,687	New	+$1.54M	1.59%	17

Other funds holding IBDX

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Wilkins Miller Wealth Management's IBDX Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 6.7% in Q2 2026, selling an estimated $113K and leaving 62,568 shares worth $1.58M. The position accounts for 0.87% of the portfolio, ranked #33.

Wilkins Miller Wealth Management first reported a position in IBDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q1 2026. 52 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Wilkins Miller Wealth Management held 62,568 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.58M as of Q2 2026.
Wilkins Miller Wealth Management sold 4,496 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $113K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.87% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #33 holding.
Wilkins Miller Wealth Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Wilkins Miller Wealth Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $1.69M in Q1 2026.
52 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.