Klingman & Associates’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Klingman & Associates’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	$2.03M	Buy	+78,833	New	+$2.03M	0.09%	89

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 $103B AUM 28.65% 1-Year Est. Return

Klingman & Associates's IBDY Position: Q2 2026 in Review

Klingman & Associates opened a new position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026: 78,833 shares worth $2.03M. The stake represents 0.09% of the portfolio and ranks #89 among its holdings.

168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Klingman & Associates held 78,833 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $2.03M as of Q2 2026.
iShares iBonds Dec 2033 Term Corporate ETF was a new Klingman & Associates position in Q2 2026.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.09% of Klingman & Associates's portfolio in Q2 2026, its #89 holding.
168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.