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 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

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return