Krilogy Financial’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Krilogy Financial’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	$5.4M	Buy	219,882 +14,960	+7%	+$378K	0.15%	102
2026 Q2	$5.28M	Sell	204,922 -2,849	-1%	-$73.5K	0.16%	107
2026 Q1	$5.39M	Buy	207,771 +5,661	+3%	+$148K	0.17%	99
2025 Q4	$5.29M	Buy	202,110 +1,817	+0.9%	+$47.6K	0.18%	91
2025 Q3	$5.21M	Buy	200,293 +15,602	+8%	+$405K	0.2%	80
2025 Q2	$4.78M	Sell	184,691 -9,954	-5%	-$252K	0.27%	74
2025 Q1	$4.98M	Buy	194,645 +18,077	+10%	+$457K	0.32%	62
2024 Q4	$4.43M	Buy	176,568 +14,880	+9%	+$381K	0.3%	69
2024 Q3	$4.27M	Buy	161,688 +9,002	+6%	+$233K	0.29%	76
2024 Q2	$3.85M	Sell	152,686 -1,252	-0.8%	-$31.3K	0.28%	80
2024 Q1	$3.92M	Buy	+153,938	New	+$3.91M	0.3%	74

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

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

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

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

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Krilogy Financial's IBDY Position: Q3 2026 in Review

Krilogy Financial increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 7.3% in Q3 2026, buying an estimated $378K and bringing the position to 219,882 shares worth $5.4M. The position accounts for 0.15% of the portfolio, ranked #102.

Krilogy Financial first reported a position in IBDY in Q1 2024 and has held it in 11 quarters since. 50 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

Krilogy Financial held 219,882 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $5.4M as of Q3 2026.
Krilogy Financial bought 14,960 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2026, an estimated $378K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.15% of Krilogy Financial's portfolio in Q3 2026, its #102 holding.
Krilogy Financial first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 11 quarters since.
50 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.