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CFO Capital Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

CFO Capital 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
Q1 		$803K Buy
31,241
+2,250
+8% +$58.7K 0.66% 43
2025
Q4 		$758K Buy
+28,991
New +$760K 0.57% 51

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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 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 $2.05B AUM 18.42% 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
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CFO Capital Management's IBDY Position: Q1 2026 in Review

CFO Capital Management increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 7.8% in Q1 2026, buying an estimated $58.7K and bringing the position to 31,241 shares worth $803K. The position accounts for 0.66% of the portfolio, ranked #43.

CFO Capital Management first reported a position in IBDY in Q4 2025 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • CFO Capital Management held 31,241 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $803K as of Q1 2026.
  • CFO Capital Management bought 2,250 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $58.7K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.66% of CFO Capital Management's portfolio in Q1 2026, its #43 holding.
  • CFO Capital Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.