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

Signature Wealth Management Group’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	$2.72M	Buy	105,106 +248	+0.2%	+$6.47K	1.03%	37
2025 Q4	$2.74M	Buy	104,858 +43	+0%	+$1.13K	1.12%	39
2025 Q3	$2.75M	Buy	104,815 +16,478	+19%	+$428K	1.07%	36
2025 Q2	$2.29M	Buy	88,337 +1,865	+2%	+$47.3K	0.9%	44
2025 Q1	$2.21M	Buy	86,472 +6,128	+8%	+$155K	0.86%	44
2024 Q4	$2.02M	Buy	+80,344	New	+$2.06M	0.81%	48

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 $2.83B AUM 17.32% 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

Signature Wealth Management Group's IBDY Position: Q1 2026 in Review

Signature Wealth Management Group increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 0.24% in Q1 2026, buying an estimated $6.47K and bringing the position to 105,106 shares worth $2.72M. The position accounts for 1.03% of the portfolio, ranked #37.

Signature Wealth Management Group first reported a position in IBDY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.75M in Q3 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

Signature Wealth Management Group held 105,106 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $2.72M as of Q1 2026.
Signature Wealth Management Group bought 248 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $6.47K.
iShares iBonds Dec 2033 Term Corporate ETF made up 1.03% of Signature Wealth Management Group's portfolio in Q1 2026, its #37 holding.
Signature Wealth Management Group first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
Signature Wealth Management Group's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $2.75M in Q3 2025.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.