Little House Capital’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Little House Capital’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	$1.01M	Buy	39,157 +1,000	+3%	+$25.8K	0.23%	81
2026 Q1	$986K	Sell	38,157 -3,159	-8%	-$82.5K	0.25%	81
2025 Q4	$1.08M	Sell	41,316 -3,063	-7%	-$80.3K	0.27%	79
2025 Q3	$1.16M	Buy	44,379 +960	+2%	+$24.9K	0.27%	79
2025 Q2	$1.12M	Buy	43,419 +29	+0.1%	+$736	0.28%	80
2025 Q1	$1.11M	Sell	43,390 -1,524	-3%	-$38.5K	0.3%	79
2024 Q4	$1.13M	Sell	44,914 -702	-2%	-$18K	0.32%	61
2024 Q3	$1.2M	Buy	45,616 +1,722	+4%	+$44.6K	0.35%	69
2024 Q2	$1.11M	Buy	43,894 +7,506	+21%	+$188K	0.35%	68
2024 Q1	$927K	Buy	+36,388	New	+$925K	0.31%	81

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 $103B AUM 28.65% 1-Year Est. Return

Little House Capital's IBDY Position: Q2 2026 in Review

Little House Capital increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 2.6% in Q2 2026, buying an estimated $25.8K and bringing the position to 39,157 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #81.

Little House Capital first reported a position in IBDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.2M in Q3 2024. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Little House Capital held 39,157 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $1.01M as of Q2 2026.
Little House Capital bought 1,000 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $25.8K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.23% of Little House Capital's portfolio in Q2 2026, its #81 holding.
Little House Capital first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Little House Capital's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $1.2M in Q3 2024.
168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.