IWS
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Intentional Wealth Strategies’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-3,216
Closed -$83.1K – 451
2026
Q1 		$83.1K Buy
+3,216
New +$84K 0.08% 116

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

Intentional Wealth Strategies's IBDY Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026, closing a stake of 3,216 shares — an estimated $83.1K sold.

Intentional Wealth Strategies first reported a position in IBDY in Q1 2026 and held it in 1 quarter. The position peaked at $83.1K in Q1 2026. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 3,216 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $83.1K.
  • Intentional Wealth Strategies first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $83.1K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.