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Summitry LLC’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Summitry LLC’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 		$26.8M Buy
1,042,372
+17,177
+2% +$443K 0.88% 42
2026
Q1 		$26.5M Buy
1,025,195
+2,557
+0.3% +$66.8K 0.93% 40
2025
Q4 		$26.7M Buy
1,022,638
+23,683
+2% +$621K 1.11% 33
2025
Q3 		$26.2M Buy
998,955
+10,500
+1% +$273K 1.11% 34
2025
Q2 		$25.6M Buy
988,455
+32,766
+3% +$831K 1.16% 34
2025
Q1 		$24.4M Buy
955,689
+39,918
+4% +$1.01M 1.23% 32
2024
Q4 		$23M Sell
915,771
-535,364
-37% -$13.7M 1.13% 32
2024
Q3 		$38.3M Buy
1,451,135
+23,953
+2% +$621K 1.83% 24
2024
Q2 		$36M Buy
1,427,182
+525,368
+58% +$13.1M 1.86% 24
2024
Q1 		$23M Buy
+901,814
New +$22.9M 1.21% 31

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summitry LLC's IBDY Position: Q2 2026 in Review

Summitry LLC increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 1.7% in Q2 2026, buying an estimated $443K and bringing the position to 1,042,372 shares worth $26.8M. The position accounts for 0.88% of the portfolio, ranked #42.

Summitry LLC first reported a position in IBDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $38.3M in Q3 2024. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Summitry LLC held 1,042,372 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $26.8M as of Q2 2026.
  • Summitry LLC bought 17,177 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $443K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.88% of Summitry LLC's portfolio in Q2 2026, its #42 holding.
  • Summitry LLC first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • Summitry LLC's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $38.3M in Q3 2024.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.