MB, Levis & Associates
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MB, Levis & Associates’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

MB, Levis & Associates’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 		$12M Sell
491,019
-4,476
-0.9% -$113K 4.41% 11
2026
Q2 		$12.8M Buy
495,495
+5,267
+1% +$136K 4.7% 11
2026
Q1 		$12.7M Buy
490,228
+7,940
+2% +$207K 5.29% 10
2025
Q4 		$12.6M Buy
482,288
+4,511
+0.9% +$118K 5.31% 10
2025
Q3 		$12.5M Buy
477,777
+3,070
+0.6% +$79.7K 5.42% 10
2025
Q2 		$12.3M Buy
474,707
+8,057
+2% +$204K 5.4% 10
2025
Q1 		$11.9M Buy
466,650
+3,711
+0.8% +$93.8K 5.54% 10
2024
Q4 		$11.6M Buy
462,939
+7,122
+2% +$182K 5.82% 9
2024
Q3 		$12M Buy
455,817
+7,174
+2% +$186K 5.93% 9
2024
Q2 		$11.3M Buy
448,643
+22,101
+5% +$553K 5.94% 9
2024
Q1 		$10.9M Buy
426,542
+18,887
+5% +$480K 5.84% 9
2023
Q4 		$10.5M Buy
407,655
+158,506
+64% +$3.87M 6.03% 9
2023
Q3 		$5.97M Buy
+249,149
New +$6.15M 3.87% 9

Other funds holding IBDY

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return
Instrumental Wealth
Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

MB, Levis & Associates's IBDY Position: Q3 2026 in Review

MB, Levis & Associates reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 0.9% in Q3 2026, selling an estimated $113K and leaving 491,019 shares worth $12M. The position accounts for 4.41% of the portfolio, ranked #11.

MB, Levis & Associates first reported a position in IBDY in Q3 2023 and has held it in 13 quarters since. The position peaked at $12.8M in Q2 2026. 79 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

  • MB, Levis & Associates held 491,019 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $12M as of Q3 2026.
  • MB, Levis & Associates sold 4,476 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2026, an estimated $113K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 4.41% of MB, Levis & Associates's portfolio in Q3 2026, its #11 holding.
  • MB, Levis & Associates first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2023 and has held it in 13 quarters since.
  • MB, Levis & Associates's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $12.8M in Q2 2026.
  • 79 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.