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Cassaday & Co Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Cassaday & Co Wealth Management’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 		– Sell
-4,312
Closed -$111K – 1369
2026
Q1 		$111K Buy
+4,312
New +$113K ﹤0.01% 435

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

Cassaday & Co Wealth Management's IBDY Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026, closing a stake of 4,312 shares — an estimated $111K sold.

Cassaday & Co Wealth Management first reported a position in IBDY in Q1 2026 and held it in 1 quarter. The position peaked at $111K in Q1 2026. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 4,312 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $111K.
  • Cassaday & Co Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $111K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.