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 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

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

Krilogy Financial's IBDY Position: Q2 2026 in Review

Krilogy Financial reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 1.4% in Q2 2026, selling an estimated $73.5K and leaving 204,922 shares worth $5.28M. The position accounts for 0.16% of the portfolio, ranked #107.

Krilogy Financial first reported a position in IBDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.39M in Q1 2026. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Krilogy Financial held 204,922 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $5.28M as of Q2 2026.
Krilogy Financial sold 2,849 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $73.5K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.16% of Krilogy Financial's portfolio in Q2 2026, its #107 holding.
Krilogy Financial first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Krilogy Financial's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $5.39M in Q1 2026.
168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.