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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
Q2 		$513K Sell
19,935
-11,322
-36% -$292K 0.24% 73
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 $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

Addison Advisors's IBDY Position: Q2 2026 in Review

Addison Advisors reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 36% in Q2 2026, selling an estimated $292K and leaving 19,935 shares worth $513K. The position accounts for 0.24% of the portfolio, ranked #73.

Addison Advisors first reported a position in IBDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $812K in Q3 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Addison Advisors held 19,935 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $513K as of Q2 2026.
  • Addison Advisors sold 11,322 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $292K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.24% of Addison Advisors's portfolio in Q2 2026, its #73 holding.
  • Addison Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • Addison Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $812K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.