Wells Fargo
IBDY icon

Wells Fargo’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Wells Fargo’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 		$16.7M Sell
645,507
-91,330
-12% -$2.38M ﹤0.01% 1644
2025
Q4 		$19.3M Buy
736,837
+53,527
+8% +$1.4M ﹤0.01% 1518
2025
Q3 		$17.9M Buy
683,310
+197,145
+41% +$5.12M ﹤0.01% 1553
2025
Q2 		$12.6M Sell
486,165
-15,709
-3% -$398K ﹤0.01% 1743
2025
Q1 		$12.8M Buy
501,874
+2,960
+0.6% +$74.8K ﹤0.01% 1670
2024
Q4 		$12.5M Buy
498,914
+30,425
+6% +$779K ﹤0.01% 1690
2024
Q3 		$12.4M Buy
468,489
+26,480
+6% +$686K ﹤0.01% 1653
2024
Q2 		$11.1M Buy
442,009
+43,515
+11% +$1.09M ﹤0.01% 1632
2024
Q1 		$10.2M Buy
398,494
+295,598
+287% +$7.51M ﹤0.01% 1730
2023
Q4 		$2.66M Buy
102,896
+97,541
+1,821% +$2.38M ﹤0.01% 2676
2023
Q3 		$128K Buy
5,355
+3,421
+177% +$84.4K ﹤0.01% 4630
2023
Q2 		$48.6K Buy
+1,934
New +$48.4K ﹤0.01% 5439

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

Wells Fargo's IBDY Position: Q1 2026 in Review

Wells Fargo reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 12% in Q1 2026, selling an estimated $2.38M and leaving 645,507 shares worth $16.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Wells Fargo first reported a position in IBDY in Q2 2023 and has held it in 12 quarters since. The position peaked at $19.3M in Q4 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

  • Wells Fargo held 645,507 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $16.7M as of Q1 2026.
  • Wells Fargo sold 91,330 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $2.38M.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1644 holding.
  • Wells Fargo first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q2 2023 and has held it in 12 quarters since.
  • Wells Fargo's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $19.3M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.