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Sabal Trust’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Sabal Trust’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
2025
Q1 		$4.46M Buy
174,661
+18,260
+12% +$462K 0.25% 71
2024
Q4 		$3.93M Buy
156,401
+46,689
+43% +$1.2M 0.23% 74
2024
Q3 		$2.9M Buy
109,712
+46,734
+74% +$1.21M 0.16% 84
2024
Q2 		$1.59M Buy
+62,978
New +$1.58M 0.09% 105

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Sabal Trust's IBDY Position: Q1 2025 in Review

Sabal Trust increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 12% in Q1 2025, buying an estimated $462K and bringing the position to 174,661 shares worth $4.46M. The position accounts for 0.25% of the portfolio, ranked #71.

Sabal Trust first reported a position in IBDY in Q2 2024 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold IBDY as of Q1 2025.

  • Sabal Trust held 174,661 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $4.46M as of Q1 2025.
  • Sabal Trust bought 18,260 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2025, an estimated $462K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.25% of Sabal Trust's portfolio in Q1 2025, its #71 holding.
  • Sabal Trust first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2024 and has held it in 4 quarters since.
  • 113 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.