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

Spinnaker 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
2026
Q2 		$454K Buy
18,034
+453
+3% +$11.4K 0.02% 229
2026
Q1 		$444K Buy
17,581
+1,884
+12% +$48.1K 0.02% 215
2025
Q4 		$401K Buy
+15,697
New +$402K 0.02% 223

Other funds holding IBDX

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
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SSWG
Seven Springs Wealth Group Brentwood, Tennessee $458M AUM 17.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spinnaker Trust's IBDX Position: Q2 2026 in Review

Spinnaker Trust increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 2.6% in Q2 2026, buying an estimated $11.4K and bringing the position to 18,034 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #229.

Spinnaker Trust first reported a position in IBDX in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Spinnaker Trust held 18,034 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $454K as of Q2 2026.
  • Spinnaker Trust bought 453 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $11.4K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Spinnaker Trust's portfolio in Q2 2026, its #229 holding.
  • Spinnaker Trust first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Spinnaker Trust's 13F filing for Q2 2026, filed 3 Aug 2026.