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Annis Gardner Whiting Capital Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Annis Gardner Whiting Capital 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
2025
Q3 		– Sell
-1,063
Closed -$27.5K – 1306
2025
Q2 		$27.5K Buy
+1,063
New +$27K 0.01% 506

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Annis Gardner Whiting Capital Advisors's IBDY Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q3 2025, closing a stake of 1,063 shares — an estimated $27.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IBDY in Q2 2025 and held it in 1 quarter. The position peaked at $27.5K in Q2 2025. 131 funds tracked by Wall St. Rank hold IBDY as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,063 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2025, an estimated $27.5K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $27.5K in Q2 2025.
  • 131 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.