XF
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XML Financial’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

XML Financial’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 		$549K Buy
21,806
+3,448
+19% +$86.9K 0.04% 270
2026
Q1 		$464K Buy
18,358
+2,559
+16% +$65.3K 0.04% 276
2025
Q4 		$403K Buy
15,799
+4,124
+35% +$106K 0.03% 286
2025
Q3 		$299K Buy
+11,675
New +$296K 0.02% 311

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

XML Financial's IBDX Position: Q2 2026 in Review

XML Financial increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 19% in Q2 2026, buying an estimated $86.9K and bringing the position to 21,806 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #270.

XML Financial first reported a position in IBDX in Q3 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • XML Financial held 21,806 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $549K as of Q2 2026.
  • XML Financial bought 3,448 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $86.9K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.04% of XML Financial's portfolio in Q2 2026, its #270 holding.
  • XML Financial first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.