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

Arrow Financial’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 		$15.2M Buy
589,794
+33,899
+6% +$885K 1.53% 14
2025
Q4 		$14.5M Buy
555,895
+4,543
+0.8% +$119K 1.45% 18
2025
Q3 		$14.5M Sell
551,352
-15,000
-3% -$389K 1.48% 15
2025
Q2 		$14.7M Sell
566,352
-4,513
-0.8% -$114K 1.54% 15
2025
Q1 		$14.6M Sell
570,865
-1,788
-0.3% -$45.2K 1.63% 12
2024
Q4 		$14.4M Buy
572,653
+25,923
+5% +$664K 1.36% 15
2024
Q3 		$14.4M Buy
546,730
+32,876
+6% +$852K 1.33% 16
2024
Q2 		$12.9M Buy
513,854
+67,006
+15% +$1.68M 1.26% 24
2024
Q1 		$11.4M Buy
446,848
+208,404
+87% +$5.3M 1.13% 26
2023
Q4 		$6.16M Buy
238,444
+230,950
+3,082% +$5.64M 0.64% 33
2023
Q3 		$180K Buy
+7,494
New +$185K 0.02% 164

Other funds holding IBDY

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

Arrow Financial's IBDY Position: Q1 2026 in Review

Arrow Financial increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 6.1% in Q1 2026, buying an estimated $885K and bringing the position to 589,794 shares worth $15.2M. The position accounts for 1.53% of the portfolio, ranked #14.

Arrow Financial first reported a position in IBDY in Q3 2023 and has held it in 11 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Arrow Financial held 589,794 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $15.2M as of Q1 2026.
  • Arrow Financial bought 33,899 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $885K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 1.53% of Arrow Financial's portfolio in Q1 2026, its #14 holding.
  • Arrow Financial first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Arrow Financial's 13F filing for Q1 2026, filed 11 May 2026.