Archford Capital Strategies’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Archford Capital Strategies’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	$1.99M	Sell	76,286 -4,087	-5%	-$106K	0.2%	102
2026 Q1	$2.09M	Sell	80,373 -1,622	-2%	-$42.7K	0.24%	95
2025 Q4	$2.16M	Sell	81,995 -4	-0%	-$106	0.25%	91
2025 Q3	$2.17M	Buy	81,999 +2,862	+4%	+$74.9K	0.26%	91
2025 Q2	$2.07M	Sell	79,137 -3,168	-4%	-$81K	0.26%	90
2025 Q1	$2.12M	Buy	82,305 +6,678	+9%	+$171K	0.31%	89
2024 Q4	$1.92M	Buy	+75,627	New	+$1.96M	0.29%	84

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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

Archford Capital Strategies's IBDZ Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 5.1% in Q2 2026, selling an estimated $106K and leaving 76,286 shares worth $1.99M. The position accounts for 0.2% of the portfolio, ranked #102.

Archford Capital Strategies first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q3 2025. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Archford Capital Strategies held 76,286 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $1.99M as of Q2 2026.
Archford Capital Strategies sold 4,087 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $106K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.2% of Archford Capital Strategies's portfolio in Q2 2026, its #102 holding.
Archford Capital Strategies first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Archford Capital Strategies's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $2.17M in Q3 2025.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.