Ameriprise
IBDY icon

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

Ameriprise’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 		$18.5M Buy
716,884
+48,018
+7% +$1.24M ﹤0.01% 1590
2026
Q1 		$17.3M Buy
668,866
+75,198
+13% +$1.96M ﹤0.01% 1516
2025
Q4 		$15.5M Buy
593,668
+39,733
+7% +$1.04M ﹤0.01% 1596
2025
Q3 		$14.5M Buy
553,935
+377,989
+215% +$9.81M ﹤0.01% 1629
2025
Q2 		$4.56M Buy
175,946
+165,821
+1,638% +$4.21M ﹤0.01% 2438
2025
Q1 		$259K Buy
+10,125
New +$256K ﹤0.01% 3721

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

Ameriprise's IBDY Position: Q2 2026 in Review

Ameriprise increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 7.2% in Q2 2026, buying an estimated $1.24M and bringing the position to 716,884 shares worth $18.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Ameriprise first reported a position in IBDY in Q1 2025 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Ameriprise held 716,884 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $18.5M as of Q2 2026.
  • Ameriprise bought 48,018 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $1.24M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #1590 holding.
  • Ameriprise first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.