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IFP Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

IFP Advisors’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 		$889K Buy
34,534
+4,886
+16% +$126K 0.02% 789
2026
Q1 		$766K Buy
29,648
+1,058
+4% +$27.6K 0.02% 791
2025
Q4 		$747K Buy
28,590
+4,715
+20% +$124K 0.02% 776
2025
Q3 		$626K Buy
23,875
+719
+3% +$18.7K 0.02% 781
2025
Q2 		$600K Buy
23,156
+2,952
+15% +$74.9K 0.02% 762
2025
Q1 		$516K Buy
20,204
+5,744
+40% +$145K 0.02% 756
2024
Q4 		$363K Buy
14,460
+3,316
+30% +$84.9K 0.01% 870
2024
Q3 		$294K Buy
11,144
+8,847
+385% +$229K 0.01% 912
2024
Q2 		$57.9K Hold
2,297
– – ﹤0.01% 1610
2024
Q1 		$58.5K Sell
2,297
-1,401
-38% -$35.6K ﹤0.01% 1521
2023
Q4 		$95.6K Buy
+3,698
New +$90.4K ﹤0.01% 1267

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

IFP Advisors's IBDY Position: Q2 2026 in Review

IFP Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 16% in Q2 2026, buying an estimated $126K and bringing the position to 34,534 shares worth $889K. The position accounts for 0.02% of the portfolio, ranked #789.

IFP Advisors first reported a position in IBDY in Q4 2023 and has held it in 11 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • IFP Advisors held 34,534 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $889K as of Q2 2026.
  • IFP Advisors bought 4,886 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $126K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #789 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.