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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
Q2 		$85M Buy
3,299,900
+193,116
+6% +$4.98M 1.12% 20
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 $1.89T 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 $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Capital Investment Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 6.2% in Q2 2026, buying an estimated $4.98M and bringing the position to 3,299,900 shares worth $85M. The position accounts for 1.12% of the portfolio, ranked #20.

Capital Investment Advisors first reported a position in IBDY in Q3 2023 and has held it in 12 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Capital Investment Advisors held 3,299,900 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $85M as of Q2 2026.
  • Capital Investment Advisors bought 193,116 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $4.98M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 1.12% of Capital Investment Advisors's portfolio in Q2 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 12 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.