Ameriprise
IBDZ

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

Ameriprise’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 		$12.9M Sell
496,658
-7,523
-1% -$196K ﹤0.01% 1860
2026
Q1 		$13.1M Buy
504,181
+471,472
+1,441% +$12.4M ﹤0.01% 1717
2025
Q4 		$863K Buy
32,709
+2,783
+9% +$73.7K ﹤0.01% 3407
2025
Q3 		$792K Buy
29,926
+20,059
+203% +$525K ﹤0.01% 3462
2025
Q2 		$258K Buy
+9,867
New +$252K ﹤0.01% 3749

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
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

Ameriprise's IBDZ Position: Q2 2026 in Review

Ameriprise reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1.5% in Q2 2026, selling an estimated $196K and leaving 496,658 shares worth $12.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Ameriprise first reported a position in IBDZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.1M in Q1 2026. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Ameriprise held 496,658 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $12.9M as of Q2 2026.
  • Ameriprise sold 7,523 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $196K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #1860 holding.
  • Ameriprise first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • Ameriprise's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $13.1M in Q1 2026.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.