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 Q3	$274K	Hold	11,210	–	–	0.11%	41
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBDY Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q3 2026 at 11,210 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #41.

Koesten Hirschmann & Crabtree first reported a position in IBDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $289K in Q2 2026. 94 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

Koesten Hirschmann & Crabtree held 11,210 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $274K as of Q3 2026.
Koesten Hirschmann & Crabtree left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.11% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #41 holding.
Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Koesten Hirschmann & Crabtree's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $289K in Q2 2026.
94 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.