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Dearborn Partners’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Dearborn Partners’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 		$304K Buy
11,795
+2,585
+28% +$66.6K 0.02% 239
2026
Q1 		$238K Buy
9,210
+1,327
+17% +$34.6K 0.01% 244
2025
Q4 		$206K Buy
+7,883
New +$207K 0.01% 255

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 $104B AUM 28.3% 1-Year Est. Return

Dearborn Partners's IBDY Position: Q2 2026 in Review

Dearborn Partners increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 28% in Q2 2026, buying an estimated $66.6K and bringing the position to 11,795 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #239.

Dearborn Partners first reported a position in IBDY in Q4 2025 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Dearborn Partners held 11,795 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $304K as of Q2 2026.
  • Dearborn Partners bought 2,585 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $66.6K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.02% of Dearborn Partners's portfolio in Q2 2026, its #239 holding.
  • Dearborn Partners first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Dearborn Partners's 13F filing for Q2 2026, filed 13 Aug 2026.