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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
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 $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

Glenview Trust's IBDY Position: Q1 2026 in Review

Glenview Trust increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 72% in Q1 2026, buying an estimated $339K and bringing the position to 31,104 shares worth $804K. The position accounts for 0.01% of the portfolio, ranked #315.

Glenview Trust first reported a position in IBDY in Q1 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Glenview Trust held 31,104 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $804K as of Q1 2026.
  • Glenview Trust bought 13,000 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $339K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of Glenview Trust's portfolio in Q1 2026, its #315 holding.
  • Glenview Trust first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.