IBDY — ISHARES IBONDS DEC 2033 CORP
As of Q2 2026, 9 SEC-registered investment managers reported holding IBDY (ISHARES IBONDS DEC 2033 CORP) in their latest 13F filings, with a combined reported value of $153.93M across 5.98M shares. That is +9.4% by share count (+513.86K shares) versus the previous quarter, while reported value moved +9.0%. Ownership is concentrated: the five largest holders account for 99.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 5 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.34M | $60.16M | 0.00% | Add |
| Bank of America Corp history | 2.14M | $55.16M | 0.00% | Add |
| Wells Fargo & Co history | 679.81K | $17.50M | 0.00% | Add |
| UBS Group AG history | 616.60K | $15.87M | 0.00% | Add |
| Citadel Advisors history | 187.68K | $4.83M | 0.00% | Add |
| Goldman Sachs Group history | 12.06K | $310.49K | 0.00% | New |
| JPMorgan Chase & Co history | 3.32K | $85.77K | 0.00% | New |
| BlackRock Inc history | 50 | $1.29K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1 | $38 | 0.00% | Reduce |
Q1 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.26M | $58.46M | 0.00% | Add |
| Bank of America Corp history | 1.93M | $49.97M | 0.00% | Add |
| Wells Fargo & Co history | 645.51K | $16.69M | 0.00% | Reduce |
| UBS Group AG history | 534.16K | $13.81M | 0.00% | Add |
| Citadel Advisors history | 89.44K | $2.31M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 1.15K | $29.73K | 0.00% | Reduce |
| BlackRock Inc history | 50 | $1.29K | 0.00% | Hold |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.99M | $52.06M | 0.00% | Add |
| Bank of America Corp history | 1.79M | $46.75M | 0.00% | Add |
| Wells Fargo & Co history | 736.84K | $19.26M | 0.00% | Add |
| UBS Group AG history | 499.45K | $13.06M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.29K | $33.80K | 0.00% | New |
| BlackRock Inc history | 50 | $1.31K | 0.00% | Hold |
Q3 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.51M | $39.67M | 0.00% | Add |
| Bank of America Corp history | 1.51M | $39.63M | 0.00% | Add |
| Wells Fargo & Co history | 683.31K | $17.92M | 0.00% | Add |
| UBS Group AG history | 404.87K | $10.62M | 0.00% | Add |
| Citadel Advisors history | 137.77K | $3.61M | 0.00% | New |
| JPMorgan Chase & Co history | 109.70K | $2.88M | 0.00% | Reduce |
| Goldman Sachs Group history | 29.02K | $761.17K | 0.00% | New |
| BlackRock Inc history | 50 | $1.31K | 0.00% | Add |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 1.39M | $35.96M | 0.00% | Reduce |
| Morgan Stanley history | 959.75K | $24.86M | 0.00% | Add |
| Wells Fargo & Co history | 486.17K | $12.59M | 0.00% | Reduce |
| UBS Group AG history | 371.08K | $9.61M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 146.65K | $3.80M | 0.00% | Add |
| BlackRock Inc history | 49 | $1.27K | 0.00% | Hold |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 1.43M | $36.48M | 0.00% | Add |
| Morgan Stanley history | 862.94K | $22.06M | 0.00% | Add |
| Wells Fargo & Co history | 501.87K | $12.83M | 0.00% | Add |
| UBS Group AG history | 382.73K | $9.78M | 0.00% | Add |
| Citadel Advisors history | 70.06K | $1.79M | 0.00% | New |
| JPMorgan Chase & Co history | 802 | $20.50K | 0.00% | Reduce |
| BlackRock Inc history | 49 | $1.25K | 0.00% | Hold |
New Positions (Q2 2026)
- Goldman Sachs Group 12.06K sh · $310.49K
- JPMorgan Chase & Co 3.32K sh · $85.77K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 2.34M | 2.26M | 1.99M | 1.51M | 959.75K | 862.94K | 758.43K | 629.66K | 516.57K | 501.47K | 405.20K | 232.29K | — |
| Bank of America Corp | 2.14M | 1.93M | 1.79M | 1.51M | 1.39M | 1.43M | 1.24M | 477.14K | 685.10K | 62.13K | 540.09K | — | — |
| Wells Fargo & Co | 679.81K | 645.51K | 736.84K | 683.31K | 486.17K | 501.87K | 498.91K | 468.49K | 442.01K | 398.49K | 102.90K | 5.36K | 1.93K |
| UBS Group AG | 616.60K | 534.16K | 499.45K | 404.87K | 371.08K | 382.73K | 344.50K | 290.06K | 231.39K | 211.75K | 43.41K | — | — |
| Citadel Advisors | 187.68K | 89.44K | — | 137.77K | — | 70.06K | — | 106.25K | 42.14K | 33.04K | 55.56K | 27.72K | — |
| Goldman Sachs Group | 12.06K | — | — | 29.02K | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 3.32K | — | — | 109.70K | 146.65K | 802 | 27.76K | 73.12K | — | — | — | — | — |
| BlackRock Inc | 50 | 50 | 50 | 50 | 49 | 49 | 49 | 47 | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 1 | 1.15K | 1.29K | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | 24 | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details