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Accretive Wealth Partners’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Accretive Wealth Partners’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$267K Hold
10,387
– – 0.07% 151
2026
Q1 		$269K Sell
10,387
-1,000
-9% -$26.1K 0.08% 152
2025
Q4 		$298K Hold
11,387
– – 0.09% 127
2025
Q3 		$299K Hold
11,387
– – 0.09% 126
2025
Q2 		$295K Buy
+11,387
New +$289K 0.1% 123

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Accretive Wealth Partners's IBDY Position: Q2 2026 in Review

Accretive Wealth Partners held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q2 2026 at 10,387 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #151.

Accretive Wealth Partners first reported a position in IBDY in Q2 2025 and has held it in 5 quarters since. The position peaked at $299K in Q3 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Accretive Wealth Partners held 10,387 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $267K as of Q2 2026.
  • Accretive Wealth Partners left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.07% of Accretive Wealth Partners's portfolio in Q2 2026, its #151 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • Accretive Wealth Partners's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $299K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.