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

Stonebrook Private’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	$2.4M	Buy	94,977 +3,867	+4%	+$98.7K	0.51%	43
2025 Q4	$2.33M	Buy	91,110 +2,563	+3%	+$65.6K	0.49%	42
2025 Q3	$2.27M	Buy	88,547 +543	+0.6%	+$13.8K	0.49%	54
2025 Q2	$2.23M	Buy	88,004 +2,368	+3%	+$58.7K	0.52%	51
2025 Q1	$2.14M	Buy	85,636 +5,589	+7%	+$138K	0.56%	53
2024 Q4	$1.97M	Buy	80,047 +7,161	+10%	+$179K	0.52%	53
2024 Q3	$1.87M	Buy	72,886 +21,880	+43%	+$553K	0.5%	57
2024 Q2	$1.25M	Buy	51,006 +12,101	+31%	+$296K	0.36%	72
2024 Q1	$965K	Buy	38,905 +16,120	+71%	+$399K	0.28%	76
2023 Q4	$575K	Buy	+22,785	New	+$544K	0.19%	102

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