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

OneDigital Investment 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 		$2.47M Sell
95,777
-10,002
-9% -$258K 0.02% 452
2026
Q1 		$2.73M Buy
105,779
+921
+0.9% +$24K 0.03% 397
2025
Q4 		$2.74M Buy
+104,858
New +$2.75M 0.03% 392

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

OneDigital Investment Advisors's IBDY Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 9.5% in Q2 2026, selling an estimated $258K and leaving 95,777 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #452.

OneDigital Investment Advisors first reported a position in IBDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.74M in Q4 2025. 133 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • OneDigital Investment Advisors held 95,777 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $2.47M as of Q2 2026.
  • OneDigital Investment Advisors sold 10,002 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $258K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #452 holding.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • OneDigital Investment Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $2.74M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.