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Fort Washington Investment Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Fort Washington Investment Advisors’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 		$733K Hold
28,473
– – ﹤0.01% 323
2026
Q1 		$736K Buy
28,473
+203
+0.7% +$5.3K ﹤0.01% 319
2025
Q4 		$739K Buy
28,270
+10,915
+63% +$286K ﹤0.01% 311
2025
Q3 		$455K Buy
+17,355
New +$450K ﹤0.01% 332

Other funds holding IBDY

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return

Fort Washington Investment Advisors's IBDY Position: Q2 2026 in Review

Fort Washington Investment Advisors held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q2 2026 at 28,473 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Fort Washington Investment Advisors first reported a position in IBDY in Q3 2025 and has held it in 4 quarters since. The position peaked at $739K in Q4 2025. 56 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Fort Washington Investment Advisors held 28,473 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $733K as of Q2 2026.
  • Fort Washington Investment Advisors left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #323 holding.
  • Fort Washington Investment Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Fort Washington Investment Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $739K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.