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Frisch Financial Group’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Frisch Financial Group’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
Q3 		– Sell
-132,456
Closed -$3.35M – 162
2025
Q2 		$3.35M Buy
+132,456
New +$3.29M 0.82% 27

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.78B AUM 13.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SF
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
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return

Frisch Financial Group's IBDX Position: Q3 2025 in Review

Frisch Financial Group sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q3 2025, closing a stake of 132,456 shares — an estimated $3.35M sold.

Frisch Financial Group first reported a position in IBDX in Q2 2025 and held it in 1 quarter. The position peaked at $3.35M in Q2 2025. 176 funds tracked by Wall St. Rank hold IBDX as of Q3 2025.

  • Frisch Financial Group reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Frisch Financial Group sold 132,456 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2025, an estimated $3.35M.
  • Frisch Financial Group first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2025 and held it in 1 quarter.
  • Frisch Financial Group's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $3.35M in Q2 2025.
  • 176 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2025.

Based on Frisch Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.