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Addison Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Addison Advisors’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 		$808K Buy
31,257
+300
+1% +$7.83K 0.18% 95
2025
Q4 		$809K Hold
30,957
– – 0.18% 93
2025
Q3 		$812K Buy
30,957
+160
+0.5% +$4.15K 0.19% 92
2025
Q2 		$798K Buy
30,797
+9,865
+47% +$250K 0.2% 90
2025
Q1 		$535K Buy
20,932
+3,205
+18% +$81K 0.15% 103
2024
Q4 		$445K Buy
17,727
+1,225
+7% +$31.4K 0.12% 120
2024
Q3 		$436K Buy
16,502
+2,260
+16% +$58.6K 0.12% 125
2024
Q2 		$359K Buy
14,242
+5,982
+72% +$150K 0.12% 131
2024
Q1 		$210K Buy
+8,260
New +$210K 0.07% 181

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

Addison Advisors's IBDY Position: Q1 2026 in Review

Addison Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 0.97% in Q1 2026, buying an estimated $7.83K and bringing the position to 31,257 shares worth $808K. The position accounts for 0.18% of the portfolio, ranked #95.

Addison Advisors first reported a position in IBDY in Q1 2024 and has held it in 9 quarters since. The position peaked at $812K in Q3 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Addison Advisors held 31,257 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $808K as of Q1 2026.
  • Addison Advisors bought 300 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $7.83K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.18% of Addison Advisors's portfolio in Q1 2026, its #95 holding.
  • Addison Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
  • Addison Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $812K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.