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
2026 Q2	$588K	Buy	+23,352	New	+$588K	0.02%	145
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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Summitry LLC's IBDX Position: Q2 2026 in Review

Summitry LLC opened a new position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2026: 23,352 shares worth $588K. The stake represents 0.02% of the portfolio and ranks #145 among its holdings. This is a return to the name: Summitry LLC previously reported a position in IBDX as recently as Q2 2025.

Summitry LLC first reported a position in IBDX in Q4 2023 and has held it in 8 quarters since. The position peaked at $32.4M in Q1 2024. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Summitry LLC held 23,352 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $588K as of Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF was a new Summitry LLC position in Q2 2026.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Summitry LLC's portfolio in Q2 2026, its #145 holding.
Summitry LLC first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 8 quarters since.
Summitry LLC's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $32.4M in Q1 2024.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.