VVP
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Venture Visionary Partners’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Venture Visionary Partners’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
Q3 		$346K Hold
14,145
– – 0.01% 538
2026
Q2 		$364K Hold
14,145
– – 0.01% 524
2026
Q1 		$366K Sell
14,145
-283
-2% -$7.39K 0.01% 478
2025
Q4 		$377K Buy
14,428
+4
+0% +$105 0.01% 486
2025
Q3 		$378K Buy
14,424
+196
+1% +$5.09K 0.01% 472
2025
Q2 		$369K Sell
14,228
-108,582
-88% -$2.75M 0.01% 462
2025
Q1 		$3.14M Buy
122,810
+2,202
+2% +$55.7K 0.13% 151
2024
Q4 		$3.03M Buy
120,608
+5,230
+5% +$134K 0.13% 154
2024
Q3 		$3.05M Buy
115,378
+5,283
+5% +$137K 0.13% 149
2024
Q2 		$2.77M Buy
110,095
+11,892
+12% +$298K 0.13% 153
2024
Q1 		$2.5M Buy
98,203
+257
+0.3% +$6.53K 0.12% 167
2023
Q4 		$2.53M Buy
+97,946
New +$2.39M 0.13% 154

Other funds holding IBDY

MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Venture Visionary Partners's IBDY Position: Q3 2026 in Review

Venture Visionary Partners held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q3 2026 at 14,145 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #538.

Venture Visionary Partners first reported a position in IBDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.14M in Q1 2025. 9 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

  • Venture Visionary Partners held 14,145 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $346K as of Q3 2026.
  • Venture Visionary Partners left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #538 holding.
  • Venture Visionary Partners first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
  • Venture Visionary Partners's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $3.14M in Q1 2025.
  • 9 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.