Advisory Services Network’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Advisory Services Network’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	$437K	Buy	16,898 +266	+2%	+$6.94K	0.01%	1370
2025 Q4	$435K	Buy	16,632 +1,172	+8%	+$30.7K	0.01%	1288
2025 Q3	$406K	Buy	15,460 +177	+1%	+$4.59K	0.01%	1307
2025 Q2	$395K	Sell	15,283 -136	-0.9%	-$3.45K	0.01%	1272
2025 Q1	$394K	Buy	+15,419	New	+$390K	0.01%	1170

Other funds holding IBDY

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Advisory Services Network's IBDY Position: Q1 2026 in Review

Advisory Services Network increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 1.6% in Q1 2026, buying an estimated $6.94K and bringing the position to 16,898 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #1370.

Advisory Services Network first reported a position in IBDY in Q1 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

Advisory Services Network held 16,898 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $437K as of Q1 2026.
Advisory Services Network bought 266 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $6.94K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1370 holding.
Advisory Services Network first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.