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 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 $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

Stonebrook Private's IBDY Position: Q1 2026 in Review

Stonebrook Private increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 4.5% in Q1 2026, buying an estimated $104K and bringing the position to 93,038 shares worth $2.41M. The position accounts for 0.51% of the portfolio, ranked #42.

Stonebrook Private first reported a position in IBDY in Q4 2023 and has held it in 10 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

Stonebrook Private held 93,038 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $2.41M as of Q1 2026.
Stonebrook Private bought 3,976 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $104K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.51% of Stonebrook Private's portfolio in Q1 2026, its #42 holding.
Stonebrook Private first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.