Jacobi Capital Management
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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
Q3 		$1.24M Buy
51,390
+11,340
+28% +$280K 0.06% 274
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Seven Springs Wealth Group
Seven Springs Wealth Group Brentwood, Tennessee $452M AUM 9.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Jacobi Capital Management's IBDX Position: Q3 2026 in Review

Jacobi Capital Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 28% in Q3 2026, buying an estimated $280K and bringing the position to 51,390 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #274.

Jacobi Capital Management first reported a position in IBDX in Q3 2024 and has held it in 9 quarters since. 168 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

  • Jacobi Capital Management held 51,390 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.24M as of Q3 2026.
  • Jacobi Capital Management bought 11,340 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $280K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.06% of Jacobi Capital Management's portfolio in Q3 2026, its #274 holding.
  • Jacobi Capital Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2024 and has held it in 9 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on Jacobi Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.