Summitry LLC’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Summitry LLC’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 Q3	–	Sell	-1,053,450	Closed	-$26.6M	–	225
2025 Q2	$26.6M	Buy	1,053,450 +199,667	+23%	+$4.95M	1.21%	33
2025 Q1	$21.3M	Buy	853,783 +40,076	+5%	+$991K	1.08%	33
2024 Q4	$20M	Sell	813,707 -188,981	-19%	-$4.73M	0.98%	33
2024 Q3	$25.8M	Buy	1,002,688 +10,262	+1%	+$259K	1.23%	30
2024 Q2	$24.4M	Sell	992,426 -315,361	-24%	-$7.7M	1.26%	29
2024 Q1	$32.4M	Buy	1,307,787 +47,661	+4%	+$1.18M	1.7%	26
2023 Q4	$31.8M	Buy	+1,260,126	New	+$30.1M	1.85%	26

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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

Seven Springs Wealth Group Brentwood, Tennessee $432M AUM 23% 1-Year Est. Return