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Adirondack Trust Company’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Adirondack Trust Company’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 		$3.3M Buy
128,140
+9,221
+8% +$238K 0.98% 27
2026
Q1 		$3.07M Buy
118,919
+59,168
+99% +$1.54M 1.03% 26
2025
Q4 		$1.56M Buy
59,751
+7,986
+15% +$209K 0.51% 47
2025
Q3 		$1.36M Buy
51,765
+9,738
+23% +$253K 0.46% 51
2025
Q2 		$1.09M Buy
42,027
+9,278
+28% +$235K 0.4% 60
2025
Q1 		$837K Buy
32,749
+12,672
+63% +$320K 0.33% 70
2024
Q4 		$504K Buy
20,077
+13,000
+184% +$333K 0.19% 93
2024
Q3 		$187K Buy
7,077
+1,209
+21% +$31.3K 0.07% 146
2024
Q2 		$148K Buy
5,868
+2,586
+79% +$64.7K 0.06% 160
2024
Q1 		$83.6K Buy
3,282
+3,223
+5,463% +$81.9K 0.04% 195
2023
Q4 		$1.49K Buy
+59
New +$1.44K ﹤0.01% 477

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 $103B AUM 28.65% 1-Year Est. Return

Adirondack Trust Company's IBDY Position: Q2 2026 in Review

Adirondack Trust Company increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 7.8% in Q2 2026, buying an estimated $238K and bringing the position to 128,140 shares worth $3.3M. The position accounts for 0.98% of the portfolio, ranked #27.

Adirondack Trust Company first reported a position in IBDY in Q4 2023 and has held it in 11 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Adirondack Trust Company held 128,140 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $3.3M as of Q2 2026.
  • Adirondack Trust Company bought 9,221 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $238K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.98% of Adirondack Trust Company's portfolio in Q2 2026, its #27 holding.
  • Adirondack Trust Company first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.