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Mendota Financial Group’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Mendota Financial Group’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
2025
Q1 		– Sell
-33,003
Closed -$811K – 217
2024
Q4 		$811K Sell
33,003
-5,934
-15% -$148K 0.53% 16
2024
Q3 		$1M Buy
38,937
+3,628
+10% +$91.6K 0.48% 20
2024
Q2 		$867K Buy
35,309
+438
+1% +$10.7K 0.46% 25
2024
Q1 		$865K Buy
34,871
+12,303
+55% +$305K 0.51% 23
2023
Q4 		$569K Buy
+22,568
New +$538K 0.44% 32

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Mendota Financial Group's IBDX Position: Q1 2025 in Review

Mendota Financial Group sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q1 2025, closing a stake of 33,003 shares — an estimated $811K sold.

Mendota Financial Group first reported a position in IBDX in Q4 2023 and held it in 5 quarters. The position peaked at $1M in Q3 2024. 141 funds tracked by Wall St. Rank hold IBDX as of Q1 2025.

  • Mendota Financial Group reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 33,003 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2025, an estimated $811K.
  • Mendota Financial Group first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and held it in 5 quarters.
  • Mendota Financial Group's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $1M in Q3 2024.
  • 141 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.