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

Jupiter Wealth 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
Q1 		$118K Hold
4,600
– – 0.05% 86
2025
Q4 		$121K Hold
4,600
– – 0.05% 82
2025
Q3 		$121K Hold
4,600
– – 0.06% 91
2025
Q2 		$120K Buy
+4,600
New +$117K 0.06% 88

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jupiter Wealth Management's IBDY Position: Q1 2026 in Review

Jupiter Wealth Management held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q1 2026 at 4,600 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #86.

Jupiter Wealth Management first reported a position in IBDY in Q2 2025 and has held it in 4 quarters since. The position peaked at $121K in Q4 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Jupiter Wealth Management held 4,600 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $118K as of Q1 2026.
  • Jupiter Wealth Management left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.05% of Jupiter Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Jupiter Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • Jupiter Wealth Management's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $121K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.