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COWA LLC’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

COWA LLC’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
Q3 		$11.3M Buy
462,985
+386,240
+503% +$9.7M 2.76% 12
2026
Q2 		$1.98M Buy
76,745
+9,955
+15% +$257K 0.5% 37
2026
Q1 		$1.73M Buy
66,790
+33,175
+99% +$866K 0.47% 39
2025
Q4 		$829K Buy
+33,615
New +$881K 0.25% 68

Other funds holding IBDY

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Instrumental Wealth
Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

COWA LLC's IBDY Position: Q3 2026 in Review

COWA LLC increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 503% in Q3 2026, buying an estimated $9.7M and bringing the position to 462,985 shares worth $11.3M. The position accounts for 2.76% of the portfolio, ranked #12.

COWA LLC first reported a position in IBDY in Q4 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

  • COWA LLC held 462,985 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $11.3M as of Q3 2026.
  • COWA LLC bought 386,240 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2026, an estimated $9.7M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 2.76% of COWA LLC's portfolio in Q3 2026, its #12 holding.
  • COWA LLC first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.