Dorsey & Whitney Trust’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Dorsey & Whitney Trust’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	$404K	Hold	16,000	–	–	0.02%	482
2025 Q4	$408K	Hold	16,000	–	–	0.02%	479
2025 Q3	$410K	Hold	16,000	–	–	0.02%	472
2025 Q2	$405K	Hold	16,000	–	–	0.02%	468
2025 Q1	$400K	Hold	16,000	–	–	0.02%	450
2024 Q4	$393K	Buy	+16,000	New	+$400K	0.02%	446

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

SIC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Dorsey & Whitney Trust's IBDX Position: Q1 2026 in Review

Dorsey & Whitney Trust held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q1 2026 at 16,000 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #482.

Dorsey & Whitney Trust first reported a position in IBDX in Q4 2024 and has held it in 6 quarters since. The position peaked at $410K in Q3 2025. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

Dorsey & Whitney Trust held 16,000 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $404K as of Q1 2026.
Dorsey & Whitney Trust left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #482 holding.
Dorsey & Whitney Trust first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
Dorsey & Whitney Trust's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $410K in Q3 2025.
221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.