Commonwealth Equity Services’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Commonwealth Equity Services’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	$10.9M	Buy	423,185 +34,419	+9%	+$899K	0.02%	846
2025 Q4	$10.2M	Buy	388,766 +15,158	+4%	+$397K	0.01%	879
2025 Q3	$9.8M	Sell	373,608 -2,993	-0.8%	-$77.7K	0.01%	927
2025 Q2	$9.76M	Sell	376,601 -8,493	-2%	-$215K	0.01%	923
2025 Q1	$9.84M	Buy	385,094 +201,053	+109%	+$5.08M	0.01%	873
2024 Q4	$4.62M	Sell	184,041 -12,378	-6%	-$317K	0.01%	1285
2024 Q3	$5.18M	Sell	196,419 -7,796	-4%	-$202K	0.01%	1203
2024 Q2	$5.15M	Buy	204,215 +48,099	+31%	+$1.2M	0.01%	1172
2024 Q1	$3.98M	Buy	156,116 +48,501	+45%	+$1.23M	0.01%	1324
2023 Q4	$2.78M	Buy	+107,615	New	+$2.63M	0.01%	1483

Other funds holding IBDY

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

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

Summitry LLC Foster City, California $2.83B AUM 17.32% 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services's IBDY Position: Q1 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 8.9% in Q1 2026, buying an estimated $899K and bringing the position to 423,185 shares worth $10.9M. The position accounts for 0.02% of the portfolio, ranked #846.

Commonwealth Equity Services first reported a position in IBDY in Q4 2023 and has held it in 10 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

Commonwealth Equity Services held 423,185 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $10.9M as of Q1 2026.
Commonwealth Equity Services bought 34,419 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $899K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q1 2026, its #846 holding.
Commonwealth Equity Services first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.