Wealth Enhancement Advisory Services
IBDY icon

Wealth Enhancement Advisory Services’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.21M Buy
125,678
+35,935
+40% +$926K 0.01% 1272
2026
Q1 		$2.32M Buy
89,743
+22,197
+33% +$579K ﹤0.01% 1308
2025
Q4 		$1.77M Buy
67,546
+2,686
+4% +$70.4K ﹤0.01% 1579
2025
Q3 		$1.7M Buy
64,860
+14,174
+28% +$368K ﹤0.01% 1541
2025
Q2 		$1.31M Buy
50,686
+4,369
+9% +$111K ﹤0.01% 1595
2025
Q1 		$1.18M Buy
46,317
+16,708
+56% +$422K ﹤0.01% 1519
2024
Q4 		$743K Buy
29,609
+1,016
+4% +$26K ﹤0.01% 1719
2024
Q3 		$755K Buy
28,593
+6,323
+28% +$164K ﹤0.01% 1568
2024
Q2 		$561K Buy
22,270
+5,793
+35% +$145K ﹤0.01% 1582
2024
Q1 		$420K Buy
+16,477
New +$419K ﹤0.01% 1695

Other funds holding IBDY

SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBDY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 40% in Q2 2026, buying an estimated $926K and bringing the position to 125,678 shares worth $3.21M. The position accounts for 0.01% of the portfolio, ranked #1272.

Wealth Enhancement Advisory Services first reported a position in IBDY in Q1 2024 and has held it in 10 quarters since. 35 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 125,678 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $3.21M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 35,935 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $926K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1272 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.