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Beacon Pointe Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Beacon Pointe Advisors’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 		$719K Sell
27,813
-2,481
-8% -$64.8K ﹤0.01% 1129
2025
Q4 		$792K Buy
30,294
+3,719
+14% +$97.5K 0.01% 908
2025
Q3 		$697K Buy
26,575
+4,666
+21% +$121K 0.01% 895
2025
Q2 		$568K Sell
21,909
-548
-2% -$13.9K 0.01% 850
2025
Q1 		$574K Buy
22,457
+8,554
+62% +$216K 0.01% 813
2024
Q4 		$349K Buy
13,903
+1,843
+15% +$47.2K ﹤0.01% 953
2024
Q3 		$318K Sell
12,060
-1,037
-8% -$26.9K ﹤0.01% 998
2024
Q2 		$330K Buy
13,097
+1,575
+14% +$39.4K ﹤0.01% 1023
2024
Q1 		$294K Buy
+11,522
New +$293K ﹤0.01% 1119

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

Beacon Pointe Advisors's IBDY Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 8.2% in Q1 2026, selling an estimated $64.8K and leaving 27,813 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Beacon Pointe Advisors first reported a position in IBDY in Q1 2024 and has held it in 9 quarters since. The position peaked at $792K in Q4 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Beacon Pointe Advisors held 27,813 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $719K as of Q1 2026.
  • Beacon Pointe Advisors sold 2,481 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $64.8K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1129 holding.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
  • Beacon Pointe Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $792K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.