Bank of America
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Bank of America’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Bank of America’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 		$55.2M Buy
2,142,584
+209,408
+11% +$5.4M ﹤0.01% 1621
2026
Q1 		$50M Buy
1,933,176
+144,791
+8% +$3.78M ﹤0.01% 1597
2025
Q4 		$46.7M Buy
1,788,385
+277,330
+18% +$7.27M ﹤0.01% 1605
2025
Q3 		$39.6M Buy
1,511,055
+123,047
+9% +$3.19M ﹤0.01% 1949
2025
Q2 		$36M Sell
1,388,008
-39,384
-3% -$999K ﹤0.01% 1987
2025
Q1 		$36.5M Buy
1,427,392
+184,854
+15% +$4.67M ﹤0.01% 1868
2024
Q4 		$31.2M Buy
1,242,538
+195,619
+19% +$5.01M ﹤0.01% 1885
2024
Q3 		$27.6M Buy
1,046,919
+361,824
+53% +$9.38M ﹤0.01% 2090
2024
Q2 		$17.3M Buy
685,095
+84,178
+14% +$2.11M ﹤0.01% 2395
2024
Q1 		$15.3M Buy
600,917
+60,829
+11% +$1.55M ﹤0.01% 2542
2023
Q4 		$14M Buy
+540,088
New +$13.2M ﹤0.01% 2518

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
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 $103B AUM 28.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America's IBDY Position: Q2 2026 in Review

Bank of America increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 11% in Q2 2026, buying an estimated $5.4M and bringing the position to 2,142,584 shares worth $55.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Bank of America first reported a position in IBDY in Q4 2023 and has held it in 11 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Bank of America held 2,142,584 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $55.2M as of Q2 2026.
  • Bank of America bought 209,408 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $5.4M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #1621 holding.
  • Bank of America first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.