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 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 $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBDY Position: Q1 2026 in Review

Koesten Hirschmann & Crabtree held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q1 2026 at 8,140 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #40.

Koesten Hirschmann & Crabtree first reported a position in IBDY in Q4 2023 and has held it in 9 quarters since. The position peaked at $213K in Q4 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

Koesten Hirschmann & Crabtree held 8,140 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $210K as of Q1 2026.
Koesten Hirschmann & Crabtree left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.1% of Koesten Hirschmann & Crabtree's portfolio in Q1 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 9 quarters since.
Koesten Hirschmann & Crabtree's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $213K in Q4 2025.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q1 2026, filed 15 Apr 2026.