Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Forvis Mazars Wealth 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 Q1	$586K	Hold	22,684	–	–	0.01%	263
2025 Q4	$593K	Hold	22,684	–	–	0.01%	265
2025 Q3	$595K	Hold	22,684	–	–	0.01%	258
2025 Q2	$588K	Hold	22,684	–	–	0.01%	258
2025 Q1	$580K	Hold	22,684	–	–	0.01%	265
2024 Q4	$569K	Hold	22,684	–	–	0.01%	291
2024 Q3	$599K	Hold	22,684	–	–	0.01%	292
2024 Q2	$572K	Buy	22,684 +3,312	+17%	+$82.9K	0.01%	268
2024 Q1	$494K	Buy	19,372 +3,880	+25%	+$98.6K	0.01%	294
2023 Q4	$400K	Hold	15,492	–	–	0.01%	302
2023 Q3	$371K	Buy	+15,492	New	+$382K	0.01%	307

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

Forvis Mazars Wealth Advisors's IBDY Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q1 2026 at 22,684 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #263.

Forvis Mazars Wealth Advisors first reported a position in IBDY in Q3 2023 and has held it in 11 quarters since. The position peaked at $599K in Q3 2024. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

Forvis Mazars Wealth Advisors held 22,684 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $586K as of Q1 2026.
Forvis Mazars Wealth Advisors left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #263 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2023 and has held it in 11 quarters since.
Forvis Mazars Wealth Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $599K in Q3 2024.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.