Estate Counselors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Estate Counselors’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
2025 Q2	–	Sell	-64,046	Closed	-$1.64M	–	97
2025 Q1	$1.64M	Buy	64,046 +1,840	+3%	+$46.5K	0.17%	58
2024 Q4	$1.56M	Buy	62,206 +21	+0%	+$538	0.17%	66
2024 Q3	$1.64M	Sell	62,185 -115	-0.2%	-$2.98K	0.17%	66
2024 Q2	$1.57M	Buy	+62,300	New	+$1.56M	0.17%	63

Other funds holding IBDY

CIA

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 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 $3.04B AUM 17.05% 1-Year Est. Return

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

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Estate Counselors's IBDY Position: Q2 2025 in Review

Estate Counselors sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2025, closing a stake of 64,046 shares — an estimated $1.64M sold.

Estate Counselors first reported a position in IBDY in Q2 2024 and held it in 4 quarters. The position peaked at $1.64M in Q3 2024. 120 funds tracked by Wall St. Rank hold IBDY as of Q2 2025.

Estate Counselors reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
Estate Counselors sold 64,046 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2025, an estimated $1.64M.
Estate Counselors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2024 and held it in 4 quarters.
Estate Counselors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $1.64M in Q3 2024.
120 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2025.

Based on Estate Counselors's 13F filing for Q2 2025, filed 11 Aug 2025.