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Apollon Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Apollon Wealth Management’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 		$246K Buy
+9,550
New +$246K ﹤0.01% 1386
2026
Q1 		– Sell
-8,071
Closed -$211K – 1437
2025
Q4 		$211K Buy
+8,071
New +$212K ﹤0.01% 1209

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

Apollon Wealth Management's IBDY Position: Q2 2026 in Review

Apollon Wealth Management opened a new position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026: 9,550 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #1386 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in IBDY as recently as Q4 2025.

Apollon Wealth Management first reported a position in IBDY in Q4 2025 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Apollon Wealth Management held 9,550 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $246K as of Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF was a new Apollon Wealth Management position in Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1386 holding.
  • Apollon Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.