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Executive Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Executive Wealth 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
2024
Q4 		$3.44M Buy
137,110
+38,869
+40% +$995K 0.27% 95
2024
Q3 		$2.59M Buy
+98,241
New +$2.55M 0.2% 107
2024
Q2 		– Sell
-10,255
Closed -$258K – 177
2024
Q1 		$258K Buy
+10,255
New +$261K 0.02% 215

Other funds holding IBDY

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Morgan Stanley
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
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Executive Wealth Management's IBDY Position: Q4 2024 in Review

Executive Wealth Management increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 40% in Q4 2024, buying an estimated $995K and bringing the position to 137,110 shares worth $3.44M. The position accounts for 0.27% of the portfolio, ranked #95.

Executive Wealth Management first reported a position in IBDY in Q1 2024 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold IBDY as of Q4 2024.

  • Executive Wealth Management held 137,110 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $3.44M as of Q4 2024.
  • Executive Wealth Management bought 38,869 iShares iBonds Dec 2033 Term Corporate ETF shares in Q4 2024, an estimated $995K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.27% of Executive Wealth Management's portfolio in Q4 2024, its #95 holding.
  • Executive Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.