Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Koesten Hirschmann & Crabtree’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	$289K	Buy	11,210 +3,070	+38%	+$79.2K	0.12%	40
2026 Q1	$210K	Hold	8,140	–	–	0.1%	40
2025 Q4	$213K	Buy	+8,140	New	+$213K	0.1%	39
2025 Q3	–	Sell	-5,870	Closed	-$152K	–	323
2025 Q2	$152K	Hold	5,870	–	–	0.08%	44
2025 Q1	$150K	Hold	5,870	–	–	0.09%	40
2024 Q4	$147K	Buy	5,870 +900	+18%	+$23K	0.08%	41
2024 Q3	$131K	Hold	4,970	–	–	0.08%	44
2024 Q2	$127K	Hold	4,970	–	–	0.08%	44
2024 Q1	$127K	Hold	4,970	–	–	0.08%	44
2023 Q4	$128K	Buy	+4,970	New	+$121K	0.09%	35

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

Koesten Hirschmann & Crabtree's IBDY Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 38% in Q2 2026, buying an estimated $79.2K and bringing the position to 11,210 shares worth $289K. The position accounts for 0.12% of the portfolio, ranked #40.

Koesten Hirschmann & Crabtree first reported a position in IBDY in Q4 2023 and has held it in 10 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Koesten Hirschmann & Crabtree held 11,210 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $289K as of Q2 2026.
Koesten Hirschmann & Crabtree bought 3,070 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $79.2K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.12% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #40 holding.
Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.