BOLTON SECURITIES CORPORATION’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

BOLTON SECURITIES CORPORATION’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	$13.7K	Buy	+530	New	+$13.8K	﹤0.01%	1543

Other funds holding IBDY

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

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

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IBDY Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q1 2026: 530 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #1543 among its holdings.

165 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

BOLTON SECURITIES CORPORATION held 530 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $13.7K as of Q1 2026.
iShares iBonds Dec 2033 Term Corporate ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1543 holding.
165 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.