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Sterling Investment Advisors (Pennsylvania)’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$704K Buy
27,350
+3,610
+15% +$93.1K 0.12% 124
2026
Q1 		$614K Buy
23,740
+975
+4% +$25.5K 0.11% 125
2025
Q4 		$595K Buy
22,765
+4,665
+26% +$122K 0.11% 129
2025
Q3 		$475K Buy
+18,100
New +$470K 0.09% 139

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 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 $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IBDY Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 15% in Q2 2026, buying an estimated $93.1K and bringing the position to 27,350 shares worth $704K. The position accounts for 0.12% of the portfolio, ranked #124.

Sterling Investment Advisors (Pennsylvania) first reported a position in IBDY in Q3 2025 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 27,350 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $704K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 3,610 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $93.1K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.12% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #124 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.