Berkshire Money Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Berkshire Money 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 Q2	$310K	Buy	+12,288	New	+$310K	0.03%	50

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Berkshire Money Management's IBDX Position: Q2 2026 in Review

Berkshire Money Management opened a new position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2026: 12,288 shares worth $310K. The stake represents 0.03% of the portfolio and ranks #50 among its holdings.

228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Berkshire Money Management held 12,288 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $310K as of Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF was a new Berkshire Money Management position in Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.03% of Berkshire Money Management's portfolio in Q2 2026, its #50 holding.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.