PFG Private Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

PFG Private 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 Q1	–	Sell	-463,084	Closed	-$12.1M	–	80
2025 Q4	$12.1M	Buy	+463,084	New	+$12.1M	5.3%	8
2025 Q3	–	Sell	-412,568	Closed	-$10.7M	–	135
2025 Q2	$10.7M	Buy	412,568 +11,721	+3%	+$297K	5.5%	8
2025 Q1	$10.2M	Buy	+400,847	New	+$10.1M	5.54%	8

Other funds holding IBDY

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PFG Private Wealth Management's IBDY Position: Q1 2026 in Review

PFG Private Wealth Management sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q1 2026, closing a stake of 463,084 shares — an estimated $12.1M sold.

PFG Private Wealth Management first reported a position in IBDY in Q1 2025 and held it in 3 quarters. The position peaked at $12.1M in Q4 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

PFG Private Wealth Management reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
PFG Private Wealth Management sold 463,084 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $12.1M.
PFG Private Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and held it in 3 quarters.
PFG Private Wealth Management's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $12.1M in Q4 2025.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on PFG Private Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.