LPL Financial
IBDY icon

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

LPL 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 		$10M Buy
388,876
+26,085
+7% +$673K ﹤0.01% 2146
2026
Q1 		$9.38M Buy
362,791
+258,924
+249% +$6.76M ﹤0.01% 2049
2025
Q4 		$2.72M Buy
103,867
+13,122
+14% +$344K ﹤0.01% 3104
2025
Q3 		$2.38M Buy
90,745
+19,772
+28% +$513K ﹤0.01% 3162
2025
Q2 		$1.84M Buy
70,973
+4,520
+7% +$115K ﹤0.01% 3205
2025
Q1 		$1.7M Buy
66,453
+23,440
+54% +$593K ﹤0.01% 3102
2024
Q4 		$1.08M Buy
43,013
+9,083
+27% +$233K ﹤0.01% 3429
2024
Q3 		$896K Buy
33,930
+5,020
+17% +$130K ﹤0.01% 3494
2024
Q2 		$729K Buy
28,910
+7,995
+38% +$200K ﹤0.01% 3538
2024
Q1 		$533K Buy
+20,915
New +$532K ﹤0.01% 3724

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial's IBDY Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 7.2% in Q2 2026, buying an estimated $673K and bringing the position to 388,876 shares worth $10M. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

LPL Financial first reported a position in IBDY in Q1 2024 and has held it in 10 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • LPL Financial held 388,876 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $10M as of Q2 2026.
  • LPL Financial bought 26,085 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $673K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2146 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.