Jacobi Capital Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Jacobi Capital Management’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	$1.01M	Buy	40,050 +10,286	+35%	+$259K	0.05%	308
2026 Q1	$752K	Buy	29,764 +3,949	+15%	+$101K	0.04%	337
2025 Q4	$659K	Buy	25,815 +3,702	+17%	+$94.7K	0.04%	348
2025 Q3	$567K	Buy	22,113 +3,880	+21%	+$98.5K	0.03%	370
2025 Q2	$461K	Buy	18,233 +1,159	+7%	+$28.8K	0.03%	400
2025 Q1	$427K	Buy	17,074 +1,534	+10%	+$37.9K	0.03%	400
2024 Q4	$382K	Buy	15,540 +4,980	+47%	+$125K	0.03%	407
2024 Q3	$272K	Buy	+10,560	New	+$267K	0.02%	481

Other funds holding IBDX

CAI

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Jacobi Capital Management's IBDX Position: Q2 2026 in Review

Jacobi Capital Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 35% in Q2 2026, buying an estimated $259K and bringing the position to 40,050 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #308.

Jacobi Capital Management first reported a position in IBDX in Q3 2024 and has held it in 8 quarters since. 109 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Jacobi Capital Management held 40,050 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.01M as of Q2 2026.
Jacobi Capital Management bought 10,286 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $259K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.05% of Jacobi Capital Management's portfolio in Q2 2026, its #308 holding.
Jacobi Capital Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
109 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.