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 Q3	$6.78M	Sell	281,695 -245,851	-47%	-$6.08M	2.49%	13
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

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 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

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return

MB, Levis & Associates's IBDX Position: Q3 2026 in Review

MB, Levis & Associates reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 47% in Q3 2026, selling an estimated $6.08M and leaving 281,695 shares worth $6.78M. The position accounts for 2.49% of the portfolio, ranked #13.

MB, Levis & Associates first reported a position in IBDX in Q1 2023 and has held it in 15 quarters since. The position peaked at $13.3M in Q2 2026. 42 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

MB, Levis & Associates held 281,695 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $6.78M as of Q3 2026.
MB, Levis & Associates sold 245,851 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $6.08M.
iShares iBonds Dec 2032 Term Corporate ETF made up 2.49% of MB, Levis & Associates's portfolio in Q3 2026, its #13 holding.
MB, Levis & Associates first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2023 and has held it in 15 quarters since.
MB, Levis & Associates's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $13.3M in Q2 2026.
42 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.