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Woodmont Investment Counsel’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Woodmont Investment Counsel’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 		$340K Buy
+13,483
New +$340K 0.02% 234

Other funds holding IBDX

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Woodmont Investment Counsel's IBDX Position: Q2 2026 in Review

Woodmont Investment Counsel opened a new position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2026: 13,483 shares worth $340K. The stake represents 0.02% of the portfolio and ranks #234 among its holdings.

109 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Woodmont Investment Counsel held 13,483 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $340K as of Q2 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF was a new Woodmont Investment Counsel position in Q2 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Woodmont Investment Counsel's portfolio in Q2 2026, its #234 holding.
  • 109 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.