Private Advisor Group’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Private Advisor Group’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	$352K	Buy	13,598 +659	+5%	+$17.2K	﹤0.01%	2084
2025 Q4	$338K	Buy	12,939 +381	+3%	+$9.99K	﹤0.01%	2069
2025 Q3	$329K	Hold	12,558	–	–	﹤0.01%	2027
2025 Q2	$325K	Hold	12,558	–	–	﹤0.01%	1938
2025 Q1	$321K	Hold	12,558	–	–	﹤0.01%	1833
2024 Q4	$315K	Hold	12,558	–	–	﹤0.01%	1828
2024 Q3	$332K	Buy	+12,558	New	+$325K	﹤0.01%	1873

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 $1.78B AUM 13.62% 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 $2.83B AUM 17.32% 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

Private Advisor Group's IBDY Position: Q1 2026 in Review

Private Advisor Group increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 5.1% in Q1 2026, buying an estimated $17.2K and bringing the position to 13,598 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Private Advisor Group first reported a position in IBDY in Q3 2024 and has held it in 7 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

Private Advisor Group held 13,598 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $352K as of Q1 2026.
Private Advisor Group bought 659 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $17.2K.
iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2084 holding.
Private Advisor Group first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.