Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Cambridge Investment Research 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
Q2 		$274K Buy
10,658
+1,396
+15% +$36K ﹤0.01% 3524
2026
Q1 		$239K Buy
9,262
+247
+3% +$6.45K ﹤0.01% 3498
2025
Q4 		$236K Sell
9,015
-1,020
-10% -$26.7K ﹤0.01% 3426
2025
Q3 		$263K Buy
10,035
+2
+0% +$52 ﹤0.01% 3229
2025
Q2 		$260K Buy
10,033
+540
+6% +$13.7K ﹤0.01% 3104
2025
Q1 		$243K Buy
9,493
+775
+9% +$19.6K ﹤0.01% 3059
2024
Q4 		$219K Buy
+8,718
New +$223K ﹤0.01% 3113

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cambridge Investment Research Advisors's IBDY Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 15% in Q2 2026, buying an estimated $36K and bringing the position to 10,658 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #3524.

Cambridge Investment Research Advisors first reported a position in IBDY in Q4 2024 and has held it in 7 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Cambridge Investment Research Advisors held 10,658 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $274K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,396 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $36K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3524 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.