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

Yoder 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
Q3 		$313K Buy
+13,000
New +$322K 0.12% 102

Other funds holding IBDX

PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Yoder Wealth Management's IBDX Position: Q3 2026 in Review

Yoder Wealth Management opened a new position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q3 2026: 13,000 shares worth $313K. The stake represents 0.12% of the portfolio and ranks #102 among its holdings.

37 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

  • Yoder Wealth Management held 13,000 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $313K as of Q3 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF was a new Yoder Wealth Management position in Q3 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.12% of Yoder Wealth Management's portfolio in Q3 2026, its #102 holding.
  • 37 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.