Advisory Services Network’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Advisory Services Network’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	$582K	Buy	22,343 +2,447	+12%	+$63.7K	0.01%	1319
2026 Q1	$518K	Buy	19,896 +280	+1%	+$7.38K	0.01%	1259
2025 Q4	$517K	Buy	19,616 +1,913	+11%	+$50.6K	0.01%	1197
2025 Q3	$469K	Buy	17,703 +109	+0.6%	+$2.85K	0.01%	1226
2025 Q2	$457K	Sell	17,594 -1,257	-7%	-$32.1K	0.01%	1198
2025 Q1	$486K	Buy	+18,851	New	+$482K	0.01%	1068

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

Advisory Services Network's IBDZ Position: Q2 2026 in Review

Advisory Services Network increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 12% in Q2 2026, buying an estimated $63.7K and bringing the position to 22,343 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #1319.

Advisory Services Network first reported a position in IBDZ in Q1 2025 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Advisory Services Network held 22,343 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $582K as of Q2 2026.
Advisory Services Network bought 2,447 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $63.7K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1319 holding.
Advisory Services Network first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.