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
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

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

Venture Visionary Partners's IBDY Position: Q2 2026 in Review

Venture Visionary Partners held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q2 2026 at 14,145 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #524.

Venture Visionary Partners first reported a position in IBDY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.14M in Q1 2025. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Venture Visionary Partners held 14,145 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $364K as of Q2 2026.
  • Venture Visionary Partners 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 Venture Visionary Partners's portfolio in Q2 2026, its #524 holding.
  • Venture Visionary Partners first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • Venture Visionary Partners's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $3.14M in Q1 2025.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.