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 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

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

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

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

MB, Levis & Associates's IBDY Position: Q2 2026 in Review

MB, Levis & Associates increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 1.1% in Q2 2026, buying an estimated $136K and bringing the position to 495,495 shares worth $12.8M. The position accounts for 4.7% of the portfolio, ranked #11.

MB, Levis & Associates first reported a position in IBDY in Q3 2023 and has held it in 12 quarters since. 80 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

MB, Levis & Associates held 495,495 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $12.8M as of Q2 2026.
MB, Levis & Associates bought 5,267 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $136K.
iShares iBonds Dec 2033 Term Corporate ETF made up 4.7% of MB, Levis & Associates's portfolio in Q2 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 12 quarters since.
80 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.