Archford Capital Strategies’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Archford Capital Strategies’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	$1.88M	Sell	72,909 -4,301	-6%	-$111K	0.19%	109
2026 Q1	$2M	Sell	77,210 -1,419	-2%	-$37K	0.23%	98
2025 Q4	$2.06M	Buy	78,629 +1,265	+2%	+$33.2K	0.24%	96
2025 Q3	$2.03M	Buy	77,364 +3,689	+5%	+$95.7K	0.24%	95
2025 Q2	$1.91M	Sell	73,675 -3,528	-5%	-$89.5K	0.24%	96
2025 Q1	$1.97M	Buy	77,203 +1,614	+2%	+$40.8K	0.29%	94
2024 Q4	$1.9M	Buy	75,589 +2,251	+3%	+$57.6K	0.29%	86
2024 Q3	$1.9M	Sell	73,338 -1,525	-2%	-$39.5K	0.29%	86
2024 Q2	$1.89M	Buy	74,863 +5,096	+7%	+$128K	0.31%	82
2024 Q1	$1.78M	Sell	69,767 -372	-0.5%	-$9.45K	0.3%	88
2023 Q4	$1.81M	Buy	+70,139	New	+$1.71M	0.33%	79

Other funds holding IBDY

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Archford Capital Strategies's IBDY Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 5.6% in Q2 2026, selling an estimated $111K and leaving 72,909 shares worth $1.88M. The position accounts for 0.19% of the portfolio, ranked #109.

Archford Capital Strategies first reported a position in IBDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.06M in Q4 2025. 23 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Archford Capital Strategies held 72,909 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $1.88M as of Q2 2026.
Archford Capital Strategies sold 4,301 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $111K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.19% of Archford Capital Strategies's portfolio in Q2 2026, its #109 holding.
Archford Capital Strategies first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Archford Capital Strategies's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $2.06M in Q4 2025.
23 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.