MB, Levis & Associates’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

MB, Levis & 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	$13.3M	Buy	527,546 +6,322	+1%	+$159K	4.9%	9
2026 Q1	$13.2M	Buy	521,224 +8,232	+2%	+$210K	5.5%	9
2025 Q4	$13.1M	Buy	512,992 +7,074	+1%	+$181K	5.51%	9
2025 Q3	$13M	Buy	505,918 +2,883	+0.6%	+$73.2K	5.61%	8
2025 Q2	$12.7M	Buy	503,035 +11,889	+2%	+$295K	5.59%	9
2025 Q1	$12.3M	Buy	491,146 +6,182	+1%	+$153K	5.7%	9
2024 Q4	$11.9M	Buy	484,964 +9,422	+2%	+$236K	5.97%	8
2024 Q3	$12.2M	Buy	475,542 +10,073	+2%	+$254K	6.03%	8
2024 Q2	$11.4M	Buy	465,469 +14,857	+3%	+$363K	6.01%	8
2024 Q1	$11.2M	Buy	450,612 +15,617	+4%	+$387K	6%	8
2023 Q4	$11M	Buy	434,995 +40,114	+10%	+$957K	6.28%	8
2023 Q3	$9.27M	Buy	394,881 +11,813	+3%	+$285K	6.01%	8
2023 Q2	$9.43M	Buy	383,068 +76,873	+25%	+$1.9M	6.04%	8
2023 Q1	$7.68M	Buy	+306,195	New	+$7.58M	5.34%	8

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

MB, Levis & Associates's IBDX Position: Q2 2026 in Review

MB, Levis & Associates increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1.2% in Q2 2026, buying an estimated $159K and bringing the position to 527,546 shares worth $13.3M. The position accounts for 4.9% of the portfolio, ranked #9.

MB, Levis & Associates first reported a position in IBDX in Q1 2023 and has held it in 14 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

MB, Levis & Associates held 527,546 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $13.3M as of Q2 2026.
MB, Levis & Associates bought 6,322 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $159K.
iShares iBonds Dec 2032 Term Corporate ETF made up 4.9% of MB, Levis & Associates's portfolio in Q2 2026, its #9 holding.
MB, Levis & Associates first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.