RCAL
IBDZ

Rose Capital Advisors LLC’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Rose Capital Advisors LLC’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 		$246K Buy
+9,453
New +$246K 0.12% 95

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
SHA
Seneca House Advisors Richmond, Virginia $283M AUM 22.4% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

Rose Capital Advisors LLC's IBDZ Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q2 2026: 9,453 shares worth $246K. The stake represents 0.12% of the portfolio and ranks #95 among its holdings.

82 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Rose Capital Advisors LLC held 9,453 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $246K as of Q2 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF was a new Rose Capital Advisors LLC position in Q2 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.12% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #95 holding.
  • 82 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.