MML Investors Services
IBDY icon

MML Investors Services’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

MML Investors Services’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
2025
Q3 		– Sell
-21,667
Closed -$561K – 2928
2025
Q2 		$561K Sell
21,667
-23,236
-52% -$589K ﹤0.01% 2018
2025
Q1 		$1.15M Buy
44,903
+2,851
+7% +$72.1K ﹤0.01% 1487
2024
Q4 		$1.06M Buy
42,052
+5,215
+14% +$134K ﹤0.01% 1468
2024
Q3 		$972K Buy
36,837
+6,141
+20% +$159K ﹤0.01% 1467
2024
Q2 		$774K Buy
30,696
+11,287
+58% +$283K ﹤0.01% 1534
2024
Q1 		$495K Buy
19,409
+3,603
+23% +$91.6K ﹤0.01% 1792
2023
Q4 		$409K Buy
+15,806
New +$386K ﹤0.01% 1866

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
SL
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

MML Investors Services's IBDY Position: Q3 2025 in Review

MML Investors Services sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q3 2025, closing a stake of 21,667 shares — an estimated $561K sold.

MML Investors Services first reported a position in IBDY in Q4 2023 and held it in 7 quarters. The position peaked at $1.15M in Q1 2025. 131 funds tracked by Wall St. Rank hold IBDY as of Q3 2025.

  • MML Investors Services reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • MML Investors Services sold 21,667 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2025, an estimated $561K.
  • MML Investors Services first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and held it in 7 quarters.
  • MML Investors Services's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $1.15M in Q1 2025.
  • 131 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2025.

Based on MML Investors Services's 13F filing for Q3 2025, filed 14 Nov 2025.