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Great Valley Advisor Group’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Great Valley Advisor 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
Q2 		$293K Buy
11,384
+136
+1% +$3.51K ﹤0.01% 859
2026
Q1 		$291K Buy
11,248
+88
+0.8% +$2.3K 0.01% 835
2025
Q4 		$292K Buy
+11,160
New +$292K 0.01% 790

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

Great Valley Advisor Group's IBDY Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 1.2% in Q2 2026, buying an estimated $3.51K and bringing the position to 11,384 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Great Valley Advisor Group first reported a position in IBDY in Q4 2025 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Great Valley Advisor Group held 11,384 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $293K as of Q2 2026.
  • Great Valley Advisor Group bought 136 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $3.51K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #859 holding.
  • Great Valley Advisor Group first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.