Princeton Global Asset Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Princeton Global Asset 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	$61.4K	Buy	2,385 +1,955	+455%	+$50.4K	0.01%	340
2026 Q1	$11.1K	Buy	430 +3	+0.7%	+$78	﹤0.01%	564
2025 Q4	$11.2K	Buy	427 +2	+0.5%	+$52	﹤0.01%	568
2025 Q3	$11.1K	Hold	425	–	–	﹤0.01%	522
2025 Q2	$11K	Buy	+425	New	+$10.8K	﹤0.01%	510

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

Princeton Global Asset Management's IBDY Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 455% in Q2 2026, buying an estimated $50.4K and bringing the position to 2,385 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #340.

Princeton Global Asset Management first reported a position in IBDY in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Princeton Global Asset Management held 2,385 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $61.4K as of Q2 2026.
Princeton Global Asset Management bought 1,955 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $50.4K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #340 holding.
Princeton Global Asset Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
23 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.