Penobscot Investment Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Penobscot Investment Management’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	$353K	Buy	14,025 +1,700	+14%	+$42.8K	0.02%	260
2026 Q1	$311K	Hold	12,325	–	–	0.02%	265
2025 Q4	$315K	Buy	12,325 +325	+3%	+$8.32K	0.02%	264
2025 Q3	$307K	Hold	12,000	–	–	0.02%	268
2025 Q2	$303K	Buy	12,000 +400	+3%	+$9.92K	0.03%	266
2025 Q1	$290K	Sell	11,600 -650	-5%	-$16.1K	0.03%	259
2024 Q4	$301K	Buy	+12,250	New	+$307K	0.03%	254

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

SSWG

Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Penobscot Investment Management's IBDX Position: Q2 2026 in Review

Penobscot Investment Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 14% in Q2 2026, buying an estimated $42.8K and bringing the position to 14,025 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #260.

Penobscot Investment Management first reported a position in IBDX in Q4 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Penobscot Investment Management held 14,025 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $353K as of Q2 2026.
Penobscot Investment Management bought 1,700 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $42.8K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Penobscot Investment Management's portfolio in Q2 2026, its #260 holding.
Penobscot Investment Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
186 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Penobscot Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.