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Capital Advisors Inc’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Capital Advisors Inc’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 		$48.9M Buy
+1,901,100
New +$49M 0.72% 51

Other funds holding IBDY

SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Capital Advisors Inc's IBDY Position: Q2 2026 in Review

Capital Advisors Inc opened a new position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026: 1,901,100 shares worth $48.9M. The stake represents 0.72% of the portfolio and ranks #51 among its holdings.

41 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Capital Advisors Inc held 1,901,100 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $48.9M as of Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF was a new Capital Advisors Inc position in Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.72% of Capital Advisors Inc's portfolio in Q2 2026, its #51 holding.
  • 41 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.