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Klingman & Associates’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Klingman & Associates’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 		$29.6M Buy
1,175,446
+93,892
+9% +$2.37M 1.26% 23
2026
Q1 		$27.3M Buy
1,081,554
+194,820
+22% +$4.97M 1.31% 24
2025
Q4 		$22.6M Buy
886,734
+211,542
+31% +$5.41M 1.09% 27
2025
Q3 		$17.3M Buy
675,192
+161,103
+31% +$4.09M 0.87% 30
2025
Q2 		$13M Buy
514,089
+120,640
+31% +$2.99M 0.72% 32
2025
Q1 		$9.83M Buy
+393,449
New +$9.73M 0.6% 34

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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Klingman & Associates's IBDX Position: Q2 2026 in Review

Klingman & Associates increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 8.7% in Q2 2026, buying an estimated $2.37M and bringing the position to 1,175,446 shares worth $29.6M. The position accounts for 1.26% of the portfolio, ranked #23.

Klingman & Associates first reported a position in IBDX in Q1 2025 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Klingman & Associates held 1,175,446 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $29.6M as of Q2 2026.
  • Klingman & Associates bought 93,892 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $2.37M.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 1.26% of Klingman & Associates's portfolio in Q2 2026, its #23 holding.
  • Klingman & Associates first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.