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Winthrop Partners - WNY’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Winthrop Partners - WNY’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 		$2.22M Buy
88,182
+13,134
+18% +$331K 1.1% 33
2026
Q1 		$1.9M Buy
75,048
+25,360
+51% +$647K 1.01% 34
2025
Q4 		$1.27M Buy
+49,688
New +$1.27M 0.68% 39

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

Winthrop Partners - WNY's IBDX Position: Q2 2026 in Review

Winthrop Partners - WNY increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 18% in Q2 2026, buying an estimated $331K and bringing the position to 88,182 shares worth $2.22M. The position accounts for 1.1% of the portfolio, ranked #33.

Winthrop Partners - WNY first reported a position in IBDX in Q4 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Winthrop Partners - WNY held 88,182 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $2.22M as of Q2 2026.
  • Winthrop Partners - WNY bought 13,134 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $331K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 1.1% of Winthrop Partners - WNY's portfolio in Q2 2026, its #33 holding.
  • Winthrop Partners - WNY first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.