XF
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XML Financial’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

XML Financial’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 		$409K Buy
15,902
+2,611
+20% +$67.3K 0.03% 315
2026
Q1 		$344K Buy
13,291
+1,525
+13% +$39.8K 0.03% 319
2025
Q4 		$308K Buy
+11,766
New +$308K 0.03% 332

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

XML Financial's IBDY Position: Q2 2026 in Review

XML Financial increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 20% in Q2 2026, buying an estimated $67.3K and bringing the position to 15,902 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #315.

XML Financial first reported a position in IBDY in Q4 2025 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • XML Financial held 15,902 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $409K as of Q2 2026.
  • XML Financial bought 2,611 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $67.3K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.03% of XML Financial's portfolio in Q2 2026, its #315 holding.
  • XML Financial first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.