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 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 $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Seneca House Advisors's IBDY Position: Q1 2026 in Review

Seneca House Advisors reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 4% in Q1 2026, selling an estimated $102K and leaving 94,840 shares worth $2.45M. The position accounts for 0.97% of the portfolio, ranked #29.

Seneca House Advisors first reported a position in IBDY in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.58M in Q4 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

Seneca House Advisors held 94,840 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $2.45M as of Q1 2026.
Seneca House Advisors sold 3,924 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $102K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.97% of Seneca House Advisors's portfolio in Q1 2026, its #29 holding.
Seneca House Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
Seneca House Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $2.58M in Q4 2025.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Seneca House Advisors's 13F filing for Q1 2026, filed 1 May 2026.