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 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 $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

Krilogy Financial's IBDY Position: Q1 2026 in Review

Krilogy Financial increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 2.8% in Q1 2026, buying an estimated $148K and bringing the position to 207,771 shares worth $5.39M. The position accounts for 0.17% of the portfolio, ranked #99.

Krilogy Financial first reported a position in IBDY in Q1 2024 and has held it in 9 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

Krilogy Financial held 207,771 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $5.39M as of Q1 2026.
Krilogy Financial bought 5,661 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $148K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.17% of Krilogy Financial's portfolio in Q1 2026, its #99 holding.
Krilogy Financial first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.