Wilkins Miller Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Wilkins Miller Wealth Management’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	$1.62M	Buy	62,838 +1,321	+2%	+$34.1K	0.89%	32
2026 Q1	$1.59M	Buy	61,517 +3,286	+6%	+$85.8K	0.96%	32
2025 Q4	$1.52M	Buy	58,231 +3,512	+6%	+$92K	0.91%	32
2025 Q3	$1.43M	Buy	54,719 +13,217	+32%	+$343K	0.89%	32
2025 Q2	$1.08M	Sell	41,502 -24,048	-37%	-$610K	0.73%	40
2025 Q1	$1.68M	Buy	65,550 +1,867	+3%	+$47.2K	1.26%	24
2024 Q4	$1.6M	Buy	+63,683	New	+$1.63M	1.67%	16

Other funds holding IBDY

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Wilkins Miller Wealth Management's IBDY Position: Q2 2026 in Review

Wilkins Miller Wealth Management increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 2.1% in Q2 2026, buying an estimated $34.1K and bringing the position to 62,838 shares worth $1.62M. The position accounts for 0.89% of the portfolio, ranked #32.

Wilkins Miller Wealth Management first reported a position in IBDY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q1 2025. 41 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Wilkins Miller Wealth Management held 62,838 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $1.62M as of Q2 2026.
Wilkins Miller Wealth Management bought 1,321 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $34.1K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.89% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #32 holding.
Wilkins Miller Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Wilkins Miller Wealth Management's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $1.68M in Q1 2025.
41 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.