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

Frisch Financial Group’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 		– Sell
-16,290
Closed -$426K – 172
2025
Q4 		$426K Sell
16,290
-16,640
-51% -$436K 0.1% 103
2025
Q3 		$864K Sell
32,930
-969
-3% -$25.2K 0.2% 61
2025
Q2 		$878K Buy
+33,899
New +$860K 0.21% 59

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
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
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
SL
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Frisch Financial Group's IBDY Position: Q1 2026 in Review

Frisch Financial Group sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q1 2026, closing a stake of 16,290 shares — an estimated $426K sold.

Frisch Financial Group first reported a position in IBDY in Q2 2025 and held it in 3 quarters. The position peaked at $878K in Q2 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Frisch Financial Group reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Frisch Financial Group sold 16,290 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $426K.
  • Frisch Financial Group first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and held it in 3 quarters.
  • Frisch Financial Group's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $878K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Frisch Financial Group's 13F filing for Q1 2026, filed 5 May 2026.