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Barrett & Company’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Barrett & Company’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 		$25.9K Hold
1,000
– – 0.01% 371
2025
Q4 		$26.1K Hold
1,000
– – 0.01% 372
2025
Q3 		$26.2K Buy
+1,000
New +$26K 0.01% 371

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

Barrett & Company's IBDY Position: Q1 2026 in Review

Barrett & Company held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q1 2026 at 1,000 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #371.

Barrett & Company first reported a position in IBDY in Q3 2025 and has held it in 3 quarters since. The position peaked at $26.2K in Q3 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Barrett & Company held 1,000 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $25.9K as of Q1 2026.
  • Barrett & Company left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #371 holding.
  • Barrett & Company first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • Barrett & Company's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $26.2K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.