Truist Financial
IBDY icon

Truist Financial’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Truist Financial’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 		$227K Buy
8,795
+356
+4% +$9.29K ﹤0.01% 2576
2025
Q4 		$221K Buy
8,439
+1
+0% +$26 ﹤0.01% 2547
2025
Q3 		$221K Buy
+8,438
New +$219K ﹤0.01% 2499

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

Truist Financial's IBDY Position: Q1 2026 in Review

Truist Financial increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 4.2% in Q1 2026, buying an estimated $9.29K and bringing the position to 8,795 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2576.

Truist Financial first reported a position in IBDY in Q3 2025 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Truist Financial held 8,795 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $227K as of Q1 2026.
  • Truist Financial bought 356 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $9.29K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2576 holding.
  • Truist Financial first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.