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
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 $6.84B AUM 17.28% 1-Year Est. Return
SF
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
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
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise's IBDZ Position: Q1 2026 in Review

Ameriprise increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1,441% in Q1 2026, buying an estimated $12.4M and bringing the position to 504,181 shares worth $13.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Ameriprise first reported a position in IBDZ in Q2 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Ameriprise held 504,181 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $13.1M as of Q1 2026.
  • Ameriprise bought 471,472 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $12.4M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1717 holding.
  • Ameriprise first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.