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

StoneX Group’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 		– Sell
-17,776
Closed -$465K – 1073
2025
Q4 		$465K Buy
17,776
+3,146
+22% +$82.5K 0.02% 558
2025
Q3 		$384K Buy
14,630
+2,022
+16% +$52.5K 0.02% 622
2025
Q2 		$327K Buy
12,608
+206
+2% +$5.22K 0.02% 631
2025
Q1 		$317K Buy
+12,402
New +$314K 0.02% 617

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
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
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
SL
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

StoneX Group's IBDY Position: Q1 2026 in Review

StoneX Group sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q1 2026, closing a stake of 17,776 shares — an estimated $465K sold.

StoneX Group first reported a position in IBDY in Q1 2025 and held it in 4 quarters. The position peaked at $465K in Q4 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • StoneX Group reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 17,776 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $465K.
  • StoneX Group first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and held it in 4 quarters.
  • StoneX Group's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $465K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.