ARROW FINANCIAL CORP IBDY — ISHARES IBONDS DEC 2033 CORP

Ownership history in ARROW FINANCIAL CORP  ·  11 quarters on record

AI Ownership Summary

ARROW FINANCIAL CORP reported ISHARES IBONDS DEC 2033 CORP (IBDY) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.63% in 2025 Q1. The latest visible filing shows IBDY at 1.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARROW FINANCIAL CORP's position in ISHARES IBONDS DEC 2033 CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBDY was reported at 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.63% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBDY stock page ARROW FINANCIAL CORP fund profile ARROW FINANCIAL CORP full holdings
How ARROW FINANCIAL CORP held IBDY — position size vs. price
% of Fund (quarterly)    IBDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 589,794 +33,899 +6.1% 1.53% $15.2M 2026-05-11 $25.80
2025 Q4 ADDED — — — 555,895 +4,543 +0.8% 1.45% $14.5M 2026-02-05 $25.83
2025 Q3 REDUCED — — — 551,352 -15,000 -2.6% 1.48% $14.5M 2025-10-21 $25.69
2025 Q2 REDUCED — — — 566,352 -4,513 -0.8% 1.54% $14.7M 2025-08-11 $24.94
2025 Q1 REDUCED — — — 570,865 -1,788 -0.3% 1.63% $14.6M 2025-05-05 $24.06
2024 Q4 ADDED — — — 572,653 +25,923 +4.7% 1.36% $14.4M 2025-02-14 $23.84
2024 Q3 ADDED — — — 546,730 +32,876 +6.4% 1.33% $14.4M 2024-11-04 $23.66
2024 Q2 ADDED — — — 513,854 +67,006 +15.0% 1.26% $12.9M 2024-07-30 $23.39
2024 Q1 ADDED — — — 446,848 +208,404 +87.4% 1.13% $11.4M 2024-05-21 $22.79
2023 Q4 ADDED — — — 238,444 +230,950 +3081.8% 0.64% $6.2M 2024-02-12 $22.68
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBDY

As of 2026 Q1 — sorted by position size

Envision Financial Planning, LLC 7.84% INSTRUMENTAL WEALTH, LLC 6.62% MB, LEVIS & ASSOCIATES, LLC 5.29% FIRST INTERSTATE BANK 3Y 7Y 2.82% MV CAPITAL MANAGEMENT, INC. 3Y 7Y 2.38% 4Thought Financial Group Inc. 3Y 2.25% SIGMA INVESTMENT COUNSELORS INC 3Y 7Y 1.89% Guidance Point Advisors, LLC 3Y 7Y 1.7% Marathon Mission, Inc. 1.52% Evergreen Private Wealth LLC 1.41%

FAQ About ARROW FINANCIAL CORP and IBDY

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARROW FINANCIAL CORP reported owning IBDY?

ARROW FINANCIAL CORP reported IBDY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IBDY position in ARROW FINANCIAL CORP's portfolio?

The largest reported portfolio weight for IBDY was 1.63% in 2025 Q1.

What is the latest reported IBDY position on this page?

The most recent filing on this page is 2026 Q1, when ARROW FINANCIAL CORP reported 589,794 shares, equal to 1.53% of portfolio, with an estimated market value of $15.2M.

What does the chart on this IBDY ownership page compare?

The chart compares ARROW FINANCIAL CORP's quarterly IBDY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ARROW FINANCIAL CORP time their IBDY position?

Based on 13F filing dates vs. subsequent IBDY price moves, ARROW FINANCIAL CORP correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on IBDY relative to SPY over the holding period was -4.1%.

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