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 Q2	$118K	Hold	4,600	–	–	0.05%	91
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 $7.59B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jupiter Wealth Management's IBDY Position: Q2 2026 in Review

Jupiter Wealth Management held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q2 2026 at 4,600 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #91.

Jupiter Wealth Management first reported a position in IBDY in Q2 2025 and has held it in 5 quarters since. The position peaked at $121K in Q4 2025. 167 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Jupiter Wealth Management held 4,600 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $118K as of Q2 2026.
Jupiter Wealth Management left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.05% of Jupiter Wealth Management's portfolio in Q2 2026, its #91 holding.
Jupiter Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Jupiter Wealth Management's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $121K in Q4 2025.
167 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.