Addison Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Addison Advisors’s Portfolio IBDZ Stock Details IBDZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$131K	Sell	5,040 -3,085	-38%	-$80.3K	0.06%	151
2026 Q1	$212K	Buy	8,125 +575	+8%	+$15.2K	0.05%	215
2025 Q4	$199K	Hold	7,550	–	–	0.04%	222
2025 Q3	$200K	Buy	7,550 +160	+2%	+$4.19K	0.05%	224
2025 Q2	$193K	Buy	7,390 +4,975	+206%	+$127K	0.05%	226
2025 Q1	$62.3K	Buy	+2,415	New	+$61.7K	0.02%	360

Other funds holding IBDZ

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Addison Advisors's IBDZ Position: Q2 2026 in Review

Addison Advisors reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 38% in Q2 2026, selling an estimated $80.3K and leaving 5,040 shares worth $131K. The position accounts for 0.06% of the portfolio, ranked #151.

Addison Advisors first reported a position in IBDZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $212K in Q1 2026. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Addison Advisors held 5,040 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $131K as of Q2 2026.
Addison Advisors sold 3,085 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $80.3K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.06% of Addison Advisors's portfolio in Q2 2026, its #151 holding.
Addison Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
Addison Advisors's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $212K in Q1 2026.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.