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Mosaic Family Wealth Partners’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Mosaic Family Wealth Partners’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 		$201K Buy
+7,803
New +$201K 0.01% 418

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

Mosaic Family Wealth Partners's IBDY Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026: 7,803 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #418 among its holdings.

168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Mosaic Family Wealth Partners held 7,803 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $201K as of Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF was a new Mosaic Family Wealth Partners position in Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #418 holding.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.