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Rossmore Private Capital’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Rossmore Private Capital’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 		$254K Buy
9,854
+39
+0.4% +$1.01K 0.02% 276
2026
Q1 		$254K Sell
9,815
-2,043
-17% -$53.3K 0.02% 264
2025
Q4 		$310K Buy
11,858
+430
+4% +$11.3K 0.03% 240
2025
Q3 		$300K Hold
11,428
– – 0.03% 220
2025
Q2 		$296K Buy
+11,428
New +$290K 0.03% 216

Other funds holding IBDY

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

Rossmore Private Capital's IBDY Position: Q2 2026 in Review

Rossmore Private Capital increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 0.4% in Q2 2026, buying an estimated $1.01K and bringing the position to 9,854 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #276.

Rossmore Private Capital first reported a position in IBDY in Q2 2025 and has held it in 5 quarters since. The position peaked at $310K in Q4 2025. 80 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Rossmore Private Capital held 9,854 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $254K as of Q2 2026.
  • Rossmore Private Capital bought 39 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $1.01K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.02% of Rossmore Private Capital's portfolio in Q2 2026, its #276 holding.
  • Rossmore Private Capital first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • Rossmore Private Capital's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $310K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.