AssetMark Inc
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AssetMark Inc’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

AssetMark Inc’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
2025
Q2 		– Sell
-223
Closed -$5.57K – 3064
2025
Q1 		$5.57K Buy
+223
New +$5.52K ﹤0.01% 1974

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Bank of America
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FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc's IBDX Position: Q2 2025 in Review

AssetMark Inc sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2025, closing a stake of 223 shares — an estimated $5.57K sold.

AssetMark Inc first reported a position in IBDX in Q1 2025 and held it in 1 quarter. The position peaked at $5.57K in Q1 2025. 156 funds tracked by Wall St. Rank hold IBDX as of Q2 2025.

  • AssetMark Inc reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • AssetMark Inc sold 223 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2025, an estimated $5.57K.
  • AssetMark Inc first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and held it in 1 quarter.
  • AssetMark Inc's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $5.57K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.