Associated Banc-Corp’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Associated Banc-Corp’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	$1.76M	Buy	69,537 +8,656	+14%	+$221K	0.05%	174
2025 Q4	$1.55M	Buy	60,881 +15,083	+33%	+$386K	0.04%	183
2025 Q3	$1.17M	Buy	45,798 +4,859	+12%	+$123K	0.03%	197
2025 Q2	$1.04M	Buy	40,939 +3,889	+10%	+$96.5K	0.03%	201
2025 Q1	$926K	Buy	37,050 +1,250	+3%	+$30.9K	0.03%	206
2024 Q4	$880K	Buy	35,800 +8,100	+29%	+$203K	0.03%	207
2024 Q3	$712K	Buy	27,700 +1,500	+6%	+$37.9K	0.02%	221
2024 Q2	$643K	Buy	26,200 +6,450	+33%	+$158K	0.02%	222
2024 Q1	$490K	Buy	+19,750	New	+$489K	0.02%	235

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