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Oppenheimer & Co’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Oppenheimer & Co’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 		$420K Buy
16,304
+7,517
+86% +$194K ﹤0.01% 1344
2026
Q1 		$227K Buy
+8,787
New +$229K ﹤0.01% 1514
2025
Q4 		– Sell
-8,110
Closed -$213K – 1662
2025
Q3 		$213K Buy
+8,110
New +$210K ﹤0.01% 1521

Other funds holding IBDY

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
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
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

Oppenheimer & Co's IBDY Position: Q2 2026 in Review

Oppenheimer & Co increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 86% in Q2 2026, buying an estimated $194K and bringing the position to 16,304 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Oppenheimer & Co first reported a position in IBDY in Q3 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Oppenheimer & Co held 16,304 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $420K as of Q2 2026.
  • Oppenheimer & Co bought 7,517 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $194K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1344 holding.
  • Oppenheimer & Co first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.