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Sigma Investment Counselors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Sigma Investment Counselors’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 		$35.8M Buy
1,385,129
+98,555
+8% +$2.57M 1.89% 14
2025
Q4 		$33.6M Buy
1,286,574
+119,405
+10% +$3.13M 1.71% 14
2025
Q3 		$30.6M Buy
1,167,169
+149,979
+15% +$3.89M 1.59% 15
2025
Q2 		$26.4M Buy
1,017,190
+150,421
+17% +$3.81M 1.45% 18
2025
Q1 		$22.2M Buy
866,769
+536,105
+162% +$13.6M 1.35% 20
2024
Q4 		$8.3M Buy
+330,664
New +$8.47M 0.49% 42

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sigma Investment Counselors's IBDY Position: Q1 2026 in Review

Sigma Investment Counselors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 7.7% in Q1 2026, buying an estimated $2.57M and bringing the position to 1,385,129 shares worth $35.8M. The position accounts for 1.89% of the portfolio, ranked #14.

Sigma Investment Counselors first reported a position in IBDY in Q4 2024 and has held it in 6 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Sigma Investment Counselors held 1,385,129 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $35.8M as of Q1 2026.
  • Sigma Investment Counselors bought 98,555 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $2.57M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 1.89% of Sigma Investment Counselors's portfolio in Q1 2026, its #14 holding.
  • Sigma Investment Counselors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.