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 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

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Koesten Hirschmann & Crabtree's IBDX Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 81% in Q2 2026, buying an estimated $174K and bringing the position to 15,385 shares worth $388K. The position accounts for 0.16% of the portfolio, ranked #34.

Koesten Hirschmann & Crabtree first reported a position in IBDX in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Koesten Hirschmann & Crabtree held 15,385 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $388K as of Q2 2026.
Koesten Hirschmann & Crabtree bought 6,890 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $174K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.16% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #34 holding.
Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.