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Sarver Vrooman Wealth Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Sarver Vrooman Wealth Advisors’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 		$257K Hold
10,031
– – 0.15% 19
2026
Q1 		$259K Hold
10,031
– – 0.16% 19
2025
Q4 		$262K Hold
10,031
– – 0.17% 18
2025
Q3 		$263K Buy
+10,031
New +$260K 0.17% 15

Other funds holding IBDY

IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's IBDY Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q2 2026 at 10,031 shares worth $257K. The position accounts for 0.15% of the portfolio, ranked #19.

Sarver Vrooman Wealth Advisors first reported a position in IBDY in Q3 2025 and has held it in 4 quarters since. The position peaked at $263K in Q3 2025. 23 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 10,031 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $257K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.15% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Sarver Vrooman Wealth Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $263K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.