Rossmore Private Capital’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Rossmore Private Capital’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	$2.48M	Buy	98,416 +11,459	+13%	+$289K	0.2%	86
2026 Q1	$2.2M	Buy	86,957 +6,675	+8%	+$170K	0.19%	88
2025 Q4	$2.05M	Buy	80,282 +27,464	+52%	+$703K	0.18%	94
2025 Q3	$1.35M	Buy	52,818 +11,200	+27%	+$284K	0.15%	111
2025 Q2	$1.05M	Buy	+41,618	New	+$1.03M	0.12%	126

Other funds holding IBDX

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

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Rossmore Private Capital's IBDX Position: Q2 2026 in Review

Rossmore Private Capital increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 13% in Q2 2026, buying an estimated $289K and bringing the position to 98,416 shares worth $2.48M. The position accounts for 0.2% of the portfolio, ranked #86.

Rossmore Private Capital first reported a position in IBDX in Q2 2025 and has held it in 5 quarters since. 113 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Rossmore Private Capital held 98,416 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $2.48M as of Q2 2026.
Rossmore Private Capital bought 11,459 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $289K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.2% of Rossmore Private Capital's portfolio in Q2 2026, its #86 holding.
Rossmore Private Capital first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
113 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.