Envestnet Asset Management
IBDY icon

Envestnet Asset Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Envestnet Asset 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 		$3.31M Sell
128,608
-5,466
-4% -$141K ﹤0.01% 2762
2026
Q1 		$3.47M Buy
134,074
+61,617
+85% +$1.61M ﹤0.01% 2609
2025
Q4 		$1.89M Sell
72,457
-46,860
-39% -$1.23M ﹤0.01% 2871
2025
Q3 		$3.13M Sell
119,317
-36,638
-23% -$951K ﹤0.01% 2574
2025
Q2 		$4.04M Buy
155,955
+8,614
+6% +$218K ﹤0.01% 2332
2025
Q1 		$3.77M Buy
147,341
+23,170
+19% +$586K ﹤0.01% 2326
2024
Q4 		$3.12M Buy
124,171
+22,570
+22% +$578K ﹤0.01% 2415
2024
Q3 		$2.68M Buy
101,601
+17,646
+21% +$457K ﹤0.01% 2480
2024
Q2 		$2.12M Buy
83,955
+15,047
+22% +$377K ﹤0.01% 2570
2024
Q1 		$1.76M Buy
68,908
+687
+1% +$17.5K ﹤0.01% 2663
2023
Q4 		$1.76M Buy
+68,221
New +$1.67M ﹤0.01% 2551

Other funds holding IBDY

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management's IBDY Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 4.1% in Q2 2026, selling an estimated $141K and leaving 128,608 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2762.

Envestnet Asset Management first reported a position in IBDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.04M in Q2 2025. 93 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Envestnet Asset Management held 128,608 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $3.31M as of Q2 2026.
  • Envestnet Asset Management sold 5,466 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $141K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2762 holding.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • Envestnet Asset Management's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $4.04M in Q2 2025.
  • 93 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.