Apollon Wealth Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$3.27M Sell
132,730
-85,402
-39% -$2.18M 0.04% 365
2026
Q2
$5.68M Buy
+218,132
New +$5.68M 0.07% 242

Other funds holding IBDZ

Apollon Wealth Management's IBDZ Position: Q3 2026 in Review

Apollon Wealth Management reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 39% in Q3 2026, selling an estimated $2.18M and leaving 132,730 shares worth $3.27M. The position accounts for 0.04% of the portfolio, ranked #365.

Apollon Wealth Management first reported a position in IBDZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.68M in Q2 2026. 87 funds tracked by Wall St. Rank hold IBDZ as of Q3 2026.

  • Apollon Wealth Management held 132,730 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $3.27M as of Q3 2026.
  • Apollon Wealth Management sold 85,402 iShares iBonds Dec 2034 Term Corporate ETF shares in Q3 2026, an estimated $2.18M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.04% of Apollon Wealth Management's portfolio in Q3 2026, its #365 holding.
  • Apollon Wealth Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • Apollon Wealth Management's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $5.68M in Q2 2026.
  • 87 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.