First National Trust’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

First National 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	$2.32M	Buy	92,160 +13,291	+17%	+$335K	0.08%	159
2026 Q1	$1.99M	Buy	78,869 +35,830	+83%	+$914K	0.07%	187
2025 Q4	$1.1M	Buy	43,039 +25,167	+141%	+$644K	0.04%	238
2025 Q3	$458K	Buy	17,872 +4,312	+32%	+$109K	0.02%	300
2025 Q2	$343K	Buy	13,560 +407	+3%	+$10.1K	0.01%	318
2025 Q1	$329K	Buy	13,153 +3,040	+30%	+$75.2K	0.01%	314
2024 Q4	$249K	Buy	+10,113	New	+$253K	0.01%	354

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

First National Trust's IBDX Position: Q2 2026 in Review

First National Trust increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 17% in Q2 2026, buying an estimated $335K and bringing the position to 92,160 shares worth $2.32M. The position accounts for 0.08% of the portfolio, ranked #159.

First National Trust first reported a position in IBDX in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

First National Trust held 92,160 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $2.32M as of Q2 2026.
First National Trust bought 13,291 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $335K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.08% of First National Trust's portfolio in Q2 2026, its #159 holding.
First National Trust first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.