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Spectrum Wealth Counsel’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$33.1K Hold
1,294
– – ﹤0.01% 189
2024
Q4 		$32.5K Hold
1,294
– – ﹤0.01% 184
2024
Q3 		$34.2K Hold
1,294
– – ﹤0.01% 195
2024
Q2 		$32.6K Buy
+1,294
New +$32.4K ﹤0.01% 229

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 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 $2.83B AUM 17.32% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Spectrum Wealth Counsel's IBDY Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q1 2025 at 1,294 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Spectrum Wealth Counsel first reported a position in IBDY in Q2 2024 and has held it in 4 quarters since. The position peaked at $34.2K in Q3 2024. 113 funds tracked by Wall St. Rank hold IBDY as of Q1 2025.

  • Spectrum Wealth Counsel held 1,294 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $33.1K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q1 2025.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #189 holding.
  • Spectrum Wealth Counsel first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2024 and has held it in 4 quarters since.
  • Spectrum Wealth Counsel's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $34.2K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.