Paradigm Strategies in Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Paradigm Strategies in Wealth Management’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	$1.24M	Buy	48,312 +1,354	+3%	+$34.9K	0.76%	24
2026 Q1	$1.21M	Buy	46,958 +2,671	+6%	+$69.7K	0.82%	23
2025 Q4	$1.16M	Sell	44,287 -4,109	-8%	-$108K	0.76%	23
2025 Q3	$1.27M	Buy	48,396 +8,492	+21%	+$220K	0.81%	23
2025 Q2	$1.03M	Sell	39,904 -2,768	-6%	-$70.2K	0.68%	24
2025 Q1	$1.09M	Buy	42,672 +1,656	+4%	+$41.9K	0.74%	24
2024 Q4	$1.03M	Buy	41,016 +989	+2%	+$25.3K	0.68%	22
2024 Q3	$1.06M	Buy	+40,027	New	+$1.04M	0.66%	21

Other funds holding IBDY

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IBDY Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 2.9% in Q2 2026, buying an estimated $34.9K and bringing the position to 48,312 shares worth $1.24M. The position accounts for 0.76% of the portfolio, ranked #24.

Paradigm Strategies in Wealth Management first reported a position in IBDY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q3 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Paradigm Strategies in Wealth Management held 48,312 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $1.24M as of Q2 2026.
Paradigm Strategies in Wealth Management bought 1,354 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $34.9K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.76% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #24 holding.
Paradigm Strategies in Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
Paradigm Strategies in Wealth Management's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $1.27M in Q3 2025.
168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.