Neuberger Berman Group

Neuberger Berman Group’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Neuberger Berman 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
2026 Q1	$3.57M	Sell	141,341 -1,250	-0.9%	-$31.9K	﹤0.01%	1041
2025 Q4	$3.64M	Hold	142,591	–	–	﹤0.01%	1034
2025 Q3	$3.65M	Buy	142,591 +15,956	+13%	+$405K	﹤0.01%	1030
2025 Q2	$3.2M	Buy	126,635 +600	+0.5%	+$14.9K	﹤0.01%	1063
2025 Q1	$3.15M	Hold	126,035	–	–	﹤0.01%	1020
2024 Q4	$3.1M	Hold	126,035	–	–	﹤0.01%	1044
2024 Q3	$3.24M	Buy	126,035 +4,360	+4%	+$110K	﹤0.01%	1028
2024 Q2	$2.99M	Hold	121,675	–	–	﹤0.01%	1015
2024 Q1	$3.02M	Buy	+121,675	New	+$3.01M	﹤0.01%	1036

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