Adirondack Trust Company’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Adirondack Trust Company’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 Q1	$3.29M	Buy	130,102 +50,952	+64%	+$1.3M	1.1%	22
2025 Q4	$2.02M	Buy	79,150 +14,722	+23%	+$377K	0.66%	40
2025 Q3	$1.65M	Buy	64,428 +9,171	+17%	+$233K	0.55%	45
2025 Q2	$1.4M	Buy	55,257 +7,250	+15%	+$180K	0.51%	48
2025 Q1	$1.2M	Buy	48,007 +16,954	+55%	+$419K	0.47%	54
2024 Q4	$763K	Buy	31,053 +20,361	+190%	+$510K	0.29%	72
2024 Q3	$275K	Buy	10,692 +1,945	+22%	+$49.1K	0.11%	123
2024 Q2	$215K	Buy	8,747 +3,529	+68%	+$86.2K	0.09%	137
2024 Q1	$129K	Buy	5,218 +662	+15%	+$16.4K	0.05%	167
2023 Q4	$112K	Buy	+4,556	New	+$109K	0.05%	170

Other funds holding IBDX

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return