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International Assets Investment Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

International Assets Investment Management’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 		$451K Sell
17,592
-2,200
-11% -$56.7K 0.03% 531
2026
Q1 		$510K Hold
19,792
– – 0.04% 445
2025
Q4 		$517K Buy
19,792
+456
+2% +$12K 0.04% 436
2025
Q3 		$499K Buy
+19,336
New +$502K 0.04% 433
2025
Q2 		– Sell
-18,136
Closed -$464K – 862
2025
Q1 		$464K Buy
+18,136
New +$459K 0.04% 431

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

International Assets Investment Management's IBDY Position: Q2 2026 in Review

International Assets Investment Management reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 11% in Q2 2026, selling an estimated $56.7K and leaving 17,592 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #531.

International Assets Investment Management first reported a position in IBDY in Q1 2025 and has held it in 5 quarters since. The position peaked at $517K in Q4 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • International Assets Investment Management held 17,592 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $451K as of Q2 2026.
  • International Assets Investment Management sold 2,200 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $56.7K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.03% of International Assets Investment Management's portfolio in Q2 2026, its #531 holding.
  • International Assets Investment Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • International Assets Investment Management's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $517K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.