GFP
IBDY icon

Gryphon Financial Partners’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Gryphon Financial 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
Q2 		$549K Sell
21,326
-1,490
-7% -$38.4K 0.05% 223
2026
Q1 		$590K Buy
22,816
+5,804
+34% +$152K 0.06% 198
2025
Q4 		$445K Buy
17,012
+2
+0% +$52 0.05% 222
2025
Q3 		$446K Sell
17,010
-585
-3% -$15.2K 0.05% 210
2025
Q2 		$456K Buy
+17,595
New +$446K 0.06% 193

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 $103B AUM 28.65% 1-Year Est. Return

Gryphon Financial Partners's IBDY Position: Q2 2026 in Review

Gryphon Financial Partners reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 6.5% in Q2 2026, selling an estimated $38.4K and leaving 21,326 shares worth $549K. The position accounts for 0.05% of the portfolio, ranked #223.

Gryphon Financial Partners first reported a position in IBDY in Q2 2025 and has held it in 5 quarters since. The position peaked at $590K in Q1 2026. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Gryphon Financial Partners held 21,326 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $549K as of Q2 2026.
  • Gryphon Financial Partners sold 1,490 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $38.4K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.05% of Gryphon Financial Partners's portfolio in Q2 2026, its #223 holding.
  • Gryphon Financial Partners first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • Gryphon Financial Partners's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $590K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.