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Segment Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Segment Wealth Management’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 		$2.07M Buy
80,505
+10,440
+15% +$269K 0.11% 119
2026
Q1 		$1.81M Buy
70,065
+22,030
+46% +$575K 0.11% 126
2025
Q4 		$1.26M Buy
48,035
+820
+2% +$21.5K 0.07% 145
2025
Q3 		$1.24M Buy
47,215
+500
+1% +$13K 0.07% 144
2025
Q2 		$1.21M Sell
46,715
-385
-0.8% -$9.76K 0.08% 140
2025
Q1 		$1.2M Buy
47,100
+5,260
+13% +$133K 0.08% 138
2024
Q4 		$1.05M Buy
41,840
+32,360
+341% +$829K 0.07% 145
2024
Q3 		$250K Hold
9,480
– – 0.02% 239
2024
Q2 		$239K Hold
9,480
– – 0.02% 236
2024
Q1 		$242K Buy
+9,480
New +$241K 0.02% 230

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

Segment Wealth Management's IBDY Position: Q2 2026 in Review

Segment Wealth Management increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 15% in Q2 2026, buying an estimated $269K and bringing the position to 80,505 shares worth $2.07M. The position accounts for 0.11% of the portfolio, ranked #119.

Segment Wealth Management first reported a position in IBDY in Q1 2024 and has held it in 10 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Segment Wealth Management held 80,505 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $2.07M as of Q2 2026.
  • Segment Wealth Management bought 10,440 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $269K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.11% of Segment Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Segment Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.