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Romano Brothers & Co’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Romano Brothers & Co’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 		$466K Buy
18,115
+5,421
+43% +$140K 0.05% 246
2026
Q1 		$328K Buy
+12,694
New +$331K 0.04% 274

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Romano Brothers & Co's IBDY Position: Q2 2026 in Review

Romano Brothers & Co increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 43% in Q2 2026, buying an estimated $140K and bringing the position to 18,115 shares worth $466K. The position accounts for 0.05% of the portfolio, ranked #246.

Romano Brothers & Co first reported a position in IBDY in Q1 2026 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Romano Brothers & Co held 18,115 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $466K as of Q2 2026.
  • Romano Brothers & Co bought 5,421 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $140K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.05% of Romano Brothers & Co's portfolio in Q2 2026, its #246 holding.
  • Romano Brothers & Co first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.