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 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 $6.84B AUM 17.28% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

SVWA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisory Services Network's IBDZ Position: Q1 2026 in Review

Advisory Services Network increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1.4% in Q1 2026, buying an estimated $7.38K and bringing the position to 19,896 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #1259.

Advisory Services Network first reported a position in IBDZ in Q1 2025 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

Advisory Services Network held 19,896 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $518K as of Q1 2026.
Advisory Services Network bought 280 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $7.38K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1259 holding.
Advisory Services Network first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.