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Glenview Trust’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Glenview Trust’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 		$1.49M Buy
57,888
+26,784
+86% +$691K 0.02% 256
2026
Q1 		$804K Buy
31,104
+13,000
+72% +$339K 0.01% 315
2025
Q4 		$473K Buy
18,104
+4,000
+28% +$105K 0.01% 377
2025
Q3 		$370K Buy
14,104
+1,242
+10% +$32.2K 0.01% 404
2025
Q2 		$333K Buy
12,862
+1,000
+8% +$25.4K 0.01% 414
2025
Q1 		$303K Buy
+11,862
New +$300K 0.01% 410

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

Glenview Trust's IBDY Position: Q2 2026 in Review

Glenview Trust increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 86% in Q2 2026, buying an estimated $691K and bringing the position to 57,888 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #256.

Glenview Trust first reported a position in IBDY in Q1 2025 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Glenview Trust held 57,888 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $1.49M as of Q2 2026.
  • Glenview Trust bought 26,784 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $691K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.02% of Glenview Trust's portfolio in Q2 2026, its #256 holding.
  • Glenview Trust first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.