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Sabal Trust’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Sabal Trust’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 		$4.9M Buy
196,089
+19,997
+11% +$495K 0.27% 66
2024
Q4 		$4.33M Buy
176,092
+57,547
+49% +$1.44M 0.25% 71
2024
Q3 		$3.05M Buy
118,545
+52,384
+79% +$1.32M 0.17% 81
2024
Q2 		$1.62M Buy
+66,161
New +$1.62M 0.1% 102

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 $1.92B AUM 19.65% 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 $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Sabal Trust's IBDX Position: Q1 2025 in Review

Sabal Trust increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 11% in Q1 2025, buying an estimated $495K and bringing the position to 196,089 shares worth $4.9M. The position accounts for 0.27% of the portfolio, ranked #66.

Sabal Trust first reported a position in IBDX in Q2 2024 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold IBDX as of Q1 2025.

  • Sabal Trust held 196,089 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $4.9M as of Q1 2025.
  • Sabal Trust bought 19,997 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2025, an estimated $495K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.27% of Sabal Trust's portfolio in Q1 2025, its #66 holding.
  • Sabal Trust first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2024 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.