Farnam Financial’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Farnam Financial’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 Q1	$409K	Hold	15,810	–	–	0.34%	36
2025 Q4	$413K	Hold	15,810	–	–	0.31%	39
2025 Q3	$415K	Hold	15,810	–	–	0.32%	40
2025 Q2	$410K	Hold	15,810	–	–	0.37%	36
2025 Q1	$404K	Hold	15,810	–	–	0.41%	36
2024 Q4	$397K	Buy	+15,810	New	+$405K	0.41%	34

Other funds holding IBDY

CIA

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

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 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 $2.83B AUM 17.32% 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Farnam Financial's IBDY Position: Q1 2026 in Review

Farnam Financial held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q1 2026 at 15,810 shares worth $409K. The position accounts for 0.34% of the portfolio, ranked #36.

Farnam Financial first reported a position in IBDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $415K in Q3 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

Farnam Financial held 15,810 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $409K as of Q1 2026.
Farnam Financial left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.34% of Farnam Financial's portfolio in Q1 2026, its #36 holding.
Farnam Financial first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
Farnam Financial's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $415K in Q3 2025.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Farnam Financial's 13F filing for Q1 2026, filed 28 Apr 2026.