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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
Q2 		$584K Hold
22,684
– – 0.01% 283
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 $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IBDY Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q2 2026 at 22,684 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #283.

Forvis Mazars Wealth Advisors first reported a position in IBDY in Q3 2023 and has held it in 12 quarters since. The position peaked at $599K in Q3 2024. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 22,684 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $584K as of Q2 2026.
  • Forvis Mazars Wealth 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 Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #283 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 12 quarters since.
  • Forvis Mazars Wealth Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $599K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.