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Mutual Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Mutual Advisors’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 		$250K Buy
9,720
+12
+0.1% +$309 ﹤0.01% 1247
2026
Q1 		$251K Buy
9,708
+20
+0.2% +$522 0.01% 1191
2025
Q4 		$253K Hold
9,688
– – 0.01% 1160
2025
Q3 		$256K Sell
9,688
-3,325
-26% -$86.3K 0.01% 1116
2025
Q2 		$335K Buy
13,013
+57
+0.4% +$1.45K 0.01% 947
2025
Q1 		$330K Buy
12,956
+1,786
+16% +$45.2K 0.01% 878
2024
Q4 		$280K Sell
11,170
-915
-8% -$23.4K 0.01% 903
2024
Q3 		$311K Hold
12,085
– – 0.01% 880
2024
Q2 		$309K Buy
12,085
+55
+0.5% +$1.38K 0.01% 869
2024
Q1 		$307K Buy
+12,030
New +$306K 0.01% 860

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 $104B AUM 28.3% 1-Year Est. Return

Mutual Advisors's IBDY Position: Q2 2026 in Review

Mutual Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 0.12% in Q2 2026, buying an estimated $309 and bringing the position to 9,720 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Mutual Advisors first reported a position in IBDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $335K in Q2 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Mutual Advisors held 9,720 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $250K as of Q2 2026.
  • Mutual Advisors bought 12 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $309.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1247 holding.
  • Mutual Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • Mutual Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $335K in Q2 2025.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.