Instrumental Wealth’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Instrumental Wealth’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	$10.8M	Buy	441,279 +22,743	+5%	+$574K	5.24%	7
2026 Q2	$10.8M	Buy	418,536 +1,752	+0.4%	+$45.2K	5.46%	7
2026 Q1	$10.8M	Buy	416,784 +2,768	+0.7%	+$72.3K	6.62%	6
2025 Q4	$10.9M	Buy	414,016 +28,299	+7%	+$742K	6.55%	6
2025 Q3	$10.1M	Buy	385,717 +18,558	+5%	+$482K	7.1%	4
2025 Q2	$9.37M	Buy	367,159 +11,167	+3%	+$283K	7.45%	4
2025 Q1	$9.06M	Buy	355,992 +2,296	+0.6%	+$58.1K	8.2%	4
2024 Q4	$8.98M	Buy	353,696 +28,534	+9%	+$731K	8.5%	5
2024 Q3	$8.44M	Buy	325,162 +10,617	+3%	+$275K	8.23%	5
2024 Q2	$7.99M	Buy	314,545 +11,524	+4%	+$288K	8.25%	5
2024 Q1	$7.56M	Sell	303,021 -6,630	-2%	-$168K	3.29%	6
2023 Q4	$7.87M	Buy	+309,651	New	+$7.57M	8.5%	5

Other funds holding IBDY

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Instrumental Wealth's IBDY Position: Q3 2026 in Review

Instrumental Wealth increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 5.4% in Q3 2026, buying an estimated $574K and bringing the position to 441,279 shares worth $10.8M. The position accounts for 5.24% of the portfolio, ranked #7.

Instrumental Wealth first reported a position in IBDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.9M in Q4 2025. 37 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

Instrumental Wealth held 441,279 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $10.8M as of Q3 2026.
Instrumental Wealth bought 22,743 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2026, an estimated $574K.
iShares iBonds Dec 2033 Term Corporate ETF made up 5.24% of Instrumental Wealth's portfolio in Q3 2026, its #7 holding.
Instrumental Wealth first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
Instrumental Wealth's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $10.9M in Q4 2025.
37 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.