Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Koesten Hirschmann & Crabtree’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	$377K	Buy	15,645 +260	+2%	+$6.43K	0.16%	33
2026 Q2	$388K	Buy	15,385 +6,890	+81%	+$174K	0.16%	34
2026 Q1	$215K	Hold	8,495	–	–	0.1%	38
2025 Q4	$217K	Hold	8,495	–	–	0.11%	38
2025 Q3	$218K	Buy	8,495 +1,180	+16%	+$29.9K	0.1%	34
2025 Q2	$185K	Buy	7,315 +575	+9%	+$14.3K	0.1%	37
2025 Q1	$168K	Buy	6,740 +940	+16%	+$23.3K	0.1%	38
2024 Q4	$143K	Buy	5,800 +700	+14%	+$17.5K	0.08%	45
2024 Q3	$131K	Hold	5,100	–	–	0.08%	45
2024 Q2	$127K	Hold	5,100	–	–	0.08%	45
2024 Q1	$127K	Hold	5,100	–	–	0.08%	45
2023 Q4	$129K	Buy	+5,100	New	+$122K	0.09%	34

Other funds holding IBDX

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WMWM

Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBDX Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1.7% in Q3 2026, buying an estimated $6.43K and bringing the position to 15,645 shares worth $377K. The position accounts for 0.16% of the portfolio, ranked #33.

Koesten Hirschmann & Crabtree first reported a position in IBDX in Q4 2023 and has held it in 12 quarters since. The position peaked at $388K in Q2 2026. 22 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

Koesten Hirschmann & Crabtree held 15,645 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $377K as of Q3 2026.
Koesten Hirschmann & Crabtree bought 260 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $6.43K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.16% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #33 holding.
Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
Koesten Hirschmann & Crabtree's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $388K in Q2 2026.
22 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.