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 Q2	–	Sell	-13,598	Closed	-$352K	–	2690
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 $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 $104B AUM 28.3% 1-Year Est. Return

Private Advisor Group's IBDY Position: Q2 2026 in Review

Private Advisor Group sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026, closing a stake of 13,598 shares — an estimated $352K sold.

Private Advisor Group first reported a position in IBDY in Q3 2024 and held it in 7 quarters. The position peaked at $352K in Q1 2026. 167 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Private Advisor Group reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Private Advisor Group sold 13,598 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $352K.
Private Advisor Group first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2024 and held it in 7 quarters.
Private Advisor Group's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $352K in Q1 2026.
167 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.