Harbor Investment Advisory’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Harbor Investment Advisory’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	$50.4K	Hold	2,000	–	–	﹤0.01%	754
2026 Q1	$50.5K	Hold	2,000	–	–	﹤0.01%	621
2025 Q4	$51.1K	Hold	2,000	–	–	﹤0.01%	660
2025 Q3	$51.2K	Hold	2,000	–	–	﹤0.01%	634
2025 Q2	$50.6K	Hold	2,000	–	–	﹤0.01%	634
2025 Q1	$50K	Hold	2,000	–	–	﹤0.01%	616
2024 Q4	$49.2K	Hold	2,000	–	–	﹤0.01%	608
2024 Q3	$51.4K	Hold	2,000	–	–	0.01%	590
2024 Q2	$49.1K	Buy	+2,000	New	+$48.8K	0.01%	588

Other funds holding IBDX

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Breachway Investments Charlestown, Rhode Island $66.4M AUM

Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return