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J.W. Cole Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

J.W. Cole 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 		$1.6M Sell
62,223
-354
-0.6% -$9.13K 0.03% 577
2026
Q1 		$1.62M Buy
62,577
+2,850
+5% +$74.4K 0.05% 288
2025
Q4 		$1.56M Buy
59,727
+2,261
+4% +$59.3K 0.04% 481
2025
Q3 		$1.51M Buy
57,466
+11,566
+25% +$300K 0.03% 572
2025
Q2 		$1.19M Buy
+45,900
New +$1.16M 0.03% 607
2025
Q1 		– Sell
-46,197
Closed -$1.16M – 1304
2024
Q4 		$1.16M Sell
46,197
-3,616
-7% -$92.6K 0.05% 369
2024
Q3 		$1.32M Buy
49,813
+35,130
+239% +$910K 0.06% 329
2024
Q2 		$370K Buy
14,683
+2,903
+25% +$72.7K 0.02% 625
2024
Q1 		$300K Sell
11,780
-19,323
-62% -$491K 0.02% 693
2023
Q4 		$804K Buy
+31,103
New +$760K 0.05% 339

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 $104B AUM 28.3% 1-Year Est. Return

J.W. Cole Advisors's IBDY Position: Q2 2026 in Review

J.W. Cole Advisors reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 0.57% in Q2 2026, selling an estimated $9.13K and leaving 62,223 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #577.

J.W. Cole Advisors first reported a position in IBDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.62M in Q1 2026. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • J.W. Cole Advisors held 62,223 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $1.6M as of Q2 2026.
  • J.W. Cole Advisors sold 354 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $9.13K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #577 holding.
  • J.W. Cole Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
  • J.W. Cole Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $1.62M in Q1 2026.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.