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Roble Belko & Company’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Roble Belko & Company’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 		$1.77M Buy
68,802
+15,406
+29% +$397K 0.19% 51
2026
Q1 		$1.38M Buy
53,396
+48,610
+1,016% +$1.27M 0.18% 51
2025
Q4 		$125K Buy
+4,786
New +$125K 0.02% 156

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
SL
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Roble Belko & Company's IBDY Position: Q2 2026 in Review

Roble Belko & Company increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 29% in Q2 2026, buying an estimated $397K and bringing the position to 68,802 shares worth $1.77M. The position accounts for 0.19% of the portfolio, ranked #51.

Roble Belko & Company first reported a position in IBDY in Q4 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Roble Belko & Company held 68,802 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $1.77M as of Q2 2026.
  • Roble Belko & Company bought 15,406 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $397K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.19% of Roble Belko & Company's portfolio in Q2 2026, its #51 holding.
  • Roble Belko & Company first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.