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

Stonebrook Private’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 		$2.43M Buy
94,310
+1,272
+1% +$32.8K 0.44% 48
2026
Q1 		$2.41M Buy
93,038
+3,976
+4% +$104K 0.51% 42
2025
Q4 		$2.33M Buy
89,062
+2,248
+3% +$58.9K 0.49% 41
2025
Q3 		$2.28M Buy
86,814
+1,068
+1% +$27.7K 0.49% 52
2025
Q2 		$2.22M Buy
85,746
+1,874
+2% +$47.5K 0.52% 52
2025
Q1 		$2.14M Buy
83,872
+5,567
+7% +$141K 0.56% 51
2024
Q4 		$1.97M Buy
78,305
+7,067
+10% +$181K 0.51% 54
2024
Q3 		$1.88M Buy
71,238
+21,473
+43% +$556K 0.5% 56
2024
Q2 		$1.25M Buy
49,765
+11,808
+31% +$296K 0.36% 71
2024
Q1 		$967K Buy
37,957
+15,654
+70% +$398K 0.28% 73
2023
Q4 		$577K Buy
+22,303
New +$545K 0.19% 99

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 $104B AUM 28.3% 1-Year Est. Return

Stonebrook Private's IBDY Position: Q2 2026 in Review

Stonebrook Private increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 1.4% in Q2 2026, buying an estimated $32.8K and bringing the position to 94,310 shares worth $2.43M. The position accounts for 0.44% of the portfolio, ranked #48.

Stonebrook Private first reported a position in IBDY in Q4 2023 and has held it in 11 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Stonebrook Private held 94,310 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $2.43M as of Q2 2026.
  • Stonebrook Private bought 1,272 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $32.8K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.44% of Stonebrook Private's portfolio in Q2 2026, its #48 holding.
  • Stonebrook Private first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.