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Keeler Thomas Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Keeler Thomas 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 		– Sell
-41,164
Closed -$1.08M – 135
2025
Q4 		$1.08M Buy
41,164
+1,391
+3% +$36.5K 0.51% 68
2025
Q3 		$1.04M Buy
39,773
+2,285
+6% +$59.3K 0.43% 74
2025
Q2 		$971K Buy
37,488
+11,457
+44% +$291K 0.42% 85
2025
Q1 		$665K Buy
+26,031
New +$658K 0.33% 66

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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 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
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Keeler Thomas Management's IBDY Position: Q1 2026 in Review

Keeler Thomas Management sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q1 2026, closing a stake of 41,164 shares — an estimated $1.08M sold.

Keeler Thomas Management first reported a position in IBDY in Q1 2025 and held it in 4 quarters. The position peaked at $1.08M in Q4 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Keeler Thomas Management reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Keeler Thomas Management sold 41,164 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $1.08M.
  • Keeler Thomas Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and held it in 4 quarters.
  • Keeler Thomas Management's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $1.08M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Keeler Thomas Management's 13F filing for Q1 2026, filed 12 May 2026.