Great Diamond Partners
IBDY icon

Great Diamond Partners’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Great Diamond Partners’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
Q3 		$670K Buy
27,357
+17,824
+187% +$450K 0.11% 148
2026
Q2 		$245K Buy
+9,533
New +$246K 0.04% 221

Other funds holding IBDY

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
Summitry LLC
Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Great Diamond Partners's IBDY Position: Q3 2026 in Review

Great Diamond Partners increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 187% in Q3 2026, buying an estimated $450K and bringing the position to 27,357 shares worth $670K. The position accounts for 0.11% of the portfolio, ranked #148.

Great Diamond Partners first reported a position in IBDY in Q2 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

  • Great Diamond Partners held 27,357 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $670K as of Q3 2026.
  • Great Diamond Partners bought 17,824 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2026, an estimated $450K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.11% of Great Diamond Partners's portfolio in Q3 2026, its #148 holding.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.