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SignatureFD’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

SignatureFD’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 		$49.9K Buy
+1,940
New +$50K ﹤0.01% 1888

Other funds holding IBDY

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

SignatureFD's IBDY Position: Q2 2026 in Review

SignatureFD opened a new position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026: 1,940 shares worth $49.9K. The stake represents ﹤0.01% of the portfolio and ranks #1888 among its holdings.

52 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • SignatureFD held 1,940 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $49.9K as of Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF was a new SignatureFD position in Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1888 holding.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.