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Seneca House Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Seneca House 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 		$2.27M Sell
88,080
-6,760
-7% -$174K 0.8% 30
2026
Q1 		$2.45M Sell
94,840
-3,924
-4% -$102K 0.97% 29
2025
Q4 		$2.58M Buy
98,764
+4,650
+5% +$122K 0.97% 29
2025
Q3 		$2.47M Sell
94,114
-1,570
-2% -$40.8K 1% 25
2025
Q2 		$2.48M Buy
95,684
+5,840
+7% +$148K 1.05% 25
2025
Q1 		$2.3M Buy
89,844
+906
+1% +$22.9K 0.98% 26
2024
Q4 		$2.23M Buy
88,938
+9,352
+12% +$239K 0.88% 27
2024
Q3 		$2.1M Buy
79,586
+5,920
+8% +$153K 0.89% 29
2024
Q2 		$1.86M Buy
73,666
+35,962
+95% +$900K 0.81% 30
2024
Q1 		$961K Buy
+37,704
New +$958K 0.42% 38

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 $104B AUM 28.3% 1-Year Est. Return

Seneca House Advisors's IBDY Position: Q2 2026 in Review

Seneca House Advisors reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 7.1% in Q2 2026, selling an estimated $174K and leaving 88,080 shares worth $2.27M. The position accounts for 0.8% of the portfolio, ranked #30.

Seneca House Advisors first reported a position in IBDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.58M in Q4 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Seneca House Advisors held 88,080 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $2.27M as of Q2 2026.
  • Seneca House Advisors sold 6,760 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $174K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.8% of Seneca House Advisors's portfolio in Q2 2026, its #30 holding.
  • Seneca House Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • Seneca House Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $2.58M in Q4 2025.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.