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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
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 $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Accretive Wealth Partners's IBDY Position: Q1 2026 in Review

Accretive Wealth Partners reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 8.8% in Q1 2026, selling an estimated $26.1K and leaving 10,387 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #152.

Accretive Wealth Partners first reported a position in IBDY in Q2 2025 and has held it in 4 quarters since. The position peaked at $299K in Q3 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Accretive Wealth Partners held 10,387 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $269K as of Q1 2026.
  • Accretive Wealth Partners sold 1,000 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $26.1K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.08% of Accretive Wealth Partners's portfolio in Q1 2026, its #152 holding.
  • Accretive Wealth Partners first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • Accretive Wealth Partners's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $299K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.