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

Capital Investment 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 		$80.3M Buy
3,106,784
+176,850
+6% +$4.62M 1.17% 20
2025
Q4 		$76.6M Buy
2,929,934
+193,950
+7% +$5.08M 1.17% 21
2025
Q3 		$71.8M Buy
2,735,984
+204,676
+8% +$5.31M 1.18% 22
2025
Q2 		$65.6M Buy
2,531,308
+261,693
+12% +$6.64M 1.18% 22
2025
Q1 		$58M Buy
2,269,615
+194,733
+9% +$4.92M 1.14% 21
2024
Q4 		$52.1M Buy
2,074,882
+323,456
+18% +$8.28M 1.06% 24
2024
Q3 		$46.2M Buy
1,751,426
+338,206
+24% +$8.76M 0.95% 29
2024
Q2 		$35.6M Buy
1,413,220
+263,135
+23% +$6.59M 0.81% 36
2024
Q1 		$29.3M Buy
1,150,085
+227,823
+25% +$5.79M 0.68% 45
2023
Q4 		$23.8M Buy
922,262
+166,955
+22% +$4.08M 0.6% 49
2023
Q3 		$18.1M Buy
+755,307
New +$18.6M 0.5% 53

Other funds holding IBDY

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 $1.92B AUM 19.65% 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 $3.04B AUM 17.05% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Investment Advisors's IBDY Position: Q1 2026 in Review

Capital Investment Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 6% in Q1 2026, buying an estimated $4.62M and bringing the position to 3,106,784 shares worth $80.3M. The position accounts for 1.17% of the portfolio, ranked #20.

Capital Investment Advisors first reported a position in IBDY in Q3 2023 and has held it in 11 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Capital Investment Advisors held 3,106,784 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $80.3M as of Q1 2026.
  • Capital Investment Advisors bought 176,850 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $4.62M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 1.17% of Capital Investment Advisors's portfolio in Q1 2026, its #20 holding.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.