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Caliber Wealth Management (Kansas)’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Caliber Wealth Management (Kansas)’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
2025
Q3 		– Sell
-8,074
Closed -$209K – 275
2025
Q2 		$209K Buy
8,074
+100
+1% +$2.54K 0.02% 268
2025
Q1 		$204K Buy
+7,974
New +$202K 0.03% 239

Other funds holding IBDY

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

Caliber Wealth Management (Kansas)'s IBDY Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q3 2025, closing a stake of 8,074 shares — an estimated $209K sold.

Caliber Wealth Management (Kansas) first reported a position in IBDY in Q1 2025 and held it in 2 quarters. The position peaked at $209K in Q2 2025. 131 funds tracked by Wall St. Rank hold IBDY as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 8,074 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2025, an estimated $209K.
  • Caliber Wealth Management (Kansas) first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and held it in 2 quarters.
  • Caliber Wealth Management (Kansas)'s iShares iBonds Dec 2033 Term Corporate ETF position peaked at $209K in Q2 2025.
  • 131 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.