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

Nestegg 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	$566K	Sell	21,977 -46	-0.2%	-$1.19K	0.4%	26
2026 Q1	$569K	Sell	22,023 -93	-0.4%	-$2.43K	0.5%	24
2025 Q4	$578K	Buy	22,116 +11,622	+111%	+$305K	0.49%	24
2025 Q3	$275K	Buy	+10,494	New	+$272K	0.24%	40

Other funds holding IBDY

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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Nestegg Advisors's IBDY Position: Q2 2026 in Review

Nestegg Advisors reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 0.21% in Q2 2026, selling an estimated $1.19K and leaving 21,977 shares worth $566K. The position accounts for 0.4% of the portfolio, ranked #26.

Nestegg Advisors first reported a position in IBDY in Q3 2025 and has held it in 4 quarters since. The position peaked at $578K in Q4 2025. 23 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Nestegg Advisors held 21,977 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $566K as of Q2 2026.
Nestegg Advisors sold 46 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $1.19K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.4% of Nestegg Advisors's portfolio in Q2 2026, its #26 holding.
Nestegg Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
Nestegg Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $578K in Q4 2025.
23 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.