ACA
IBDZ

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

Aptus Capital Advisors’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 		$61.3M Buy
2,351,615
+976,615
+71% +$25.4M 0.42% 53
2026
Q1 		$35.8M Buy
+1,375,000
New +$36.2M 0.28% 70

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aptus Capital Advisors's IBDZ Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 71% in Q2 2026, buying an estimated $25.4M and bringing the position to 2,351,615 shares worth $61.3M. The position accounts for 0.42% of the portfolio, ranked #53.

Aptus Capital Advisors first reported a position in IBDZ in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Aptus Capital Advisors held 2,351,615 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $61.3M as of Q2 2026.
  • Aptus Capital Advisors bought 976,615 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $25.4M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.42% of Aptus Capital Advisors's portfolio in Q2 2026, its #53 holding.
  • Aptus Capital Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.