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 Q2	$403K	Hold	16,000	–	–	0.02%	496
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 $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

Dorsey & Whitney Trust's IBDX Position: Q2 2026 in Review

Dorsey & Whitney Trust held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q2 2026 at 16,000 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #496.

Dorsey & Whitney Trust first reported a position in IBDX in Q4 2024 and has held it in 7 quarters since. The position peaked at $410K in Q3 2025. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Dorsey & Whitney Trust held 16,000 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $403K as of Q2 2026.
Dorsey & Whitney Trust left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #496 holding.
Dorsey & Whitney Trust first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Dorsey & Whitney Trust's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $410K in Q3 2025.
229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.