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Byrne Asset Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Byrne Asset 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
2025
Q2 		– Sell
-842
Closed -$21K – 566
2025
Q1 		$21K Buy
+842
New +$20.8K 0.02% 335

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Byrne Asset Management's IBDX Position: Q2 2025 in Review

Byrne Asset Management sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2025, closing a stake of 842 shares — an estimated $21K sold.

Byrne Asset Management first reported a position in IBDX in Q1 2025 and held it in 1 quarter. The position peaked at $21K in Q1 2025. 156 funds tracked by Wall St. Rank hold IBDX as of Q2 2025.

  • Byrne Asset Management reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • Byrne Asset Management sold 842 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2025, an estimated $21K.
  • Byrne Asset Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and held it in 1 quarter.
  • Byrne Asset Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $21K in Q1 2025.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2025.

Based on Byrne Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.