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Trust Company’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Trust Company’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 		$49.8K Hold
1,936
– – ﹤0.01% 286
2026
Q1 		$50K Buy
1,936
+8
+0.4% +$209 ﹤0.01% 300
2025
Q4 		$50.4K Buy
1,928
+1
+0.1% +$26 ﹤0.01% 291
2025
Q3 		$50.5K Hold
1,927
– – 0.01% 218
2025
Q2 		$49.9K Hold
1,927
– – 0.01% 220
2025
Q1 		$49.3K Hold
1,927
– – 0.01% 229
2024
Q4 		$48.4K Hold
1,927
– – 0.01% 230
2024
Q3 		$50.9K Buy
+1,927
New +$49.9K 0.01% 200

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 $103B AUM 28.65% 1-Year Est. Return

Trust Company's IBDY Position: Q2 2026 in Review

Trust Company held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q2 2026 at 1,936 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Trust Company first reported a position in IBDY in Q3 2024 and has held it in 8 quarters since. The position peaked at $50.9K in Q3 2024. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Trust Company held 1,936 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $49.8K as of Q2 2026.
  • Trust Company left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #286 holding.
  • Trust Company first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
  • Trust Company's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $50.9K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.