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Fulton Breakefield Broenniman’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Fulton Breakefield Broenniman’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 		$1.52M Buy
58,803
+8,153
+16% +$213K 0.1% 82
2025
Q4 		$1.32M Buy
50,650
+3,407
+7% +$89.3K 0.08% 85
2025
Q3 		$1.24M Buy
47,243
+4,315
+10% +$112K 0.08% 90
2025
Q2 		$1.11M Buy
42,928
+33,078
+336% +$839K 0.08% 91
2025
Q1 		$252K Buy
9,850
+1,490
+18% +$37.7K 0.02% 158
2024
Q4 		$210K Buy
+8,360
New +$214K 0.02% 184

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 $3.04B AUM 17.05% 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

Fulton Breakefield Broenniman's IBDY Position: Q1 2026 in Review

Fulton Breakefield Broenniman increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 16% in Q1 2026, buying an estimated $213K and bringing the position to 58,803 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #82.

Fulton Breakefield Broenniman first reported a position in IBDY in Q4 2024 and has held it in 6 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Fulton Breakefield Broenniman held 58,803 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $1.52M as of Q1 2026.
  • Fulton Breakefield Broenniman bought 8,153 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $213K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.1% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #82 holding.
  • Fulton Breakefield Broenniman first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.