AF
IBDZ

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

Arrow Financial’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 		$13.3M Buy
512,414
+71,104
+16% +$1.85M 1.2% 24
2026
Q1 		$11.5M Buy
441,310
+40,433
+10% +$1.07M 1.16% 23
2025
Q4 		$10.6M Buy
400,877
+113,245
+39% +$3M 1.05% 26
2025
Q3 		$7.61M Buy
287,632
+47,477
+20% +$1.24M 0.78% 28
2025
Q2 		$6.28M Buy
240,155
+91,755
+62% +$2.34M 0.66% 30
2025
Q1 		$3.83M Buy
148,400
+90,979
+158% +$2.32M 0.43% 42
2024
Q4 		$1.46M Buy
57,421
+50,339
+711% +$1.3M 0.14% 93
2024
Q3 		$189K Buy
+7,082
New +$185K 0.02% 176

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

Arrow Financial's IBDZ Position: Q2 2026 in Review

Arrow Financial increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 16% in Q2 2026, buying an estimated $1.85M and bringing the position to 512,414 shares worth $13.3M. The position accounts for 1.2% of the portfolio, ranked #24.

Arrow Financial first reported a position in IBDZ in Q3 2024 and has held it in 8 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Arrow Financial held 512,414 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $13.3M as of Q2 2026.
  • Arrow Financial bought 71,104 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $1.85M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 1.2% of Arrow Financial's portfolio in Q2 2026, its #24 holding.
  • Arrow Financial first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Arrow Financial's 13F filing for Q2 2026, filed 31 Jul 2026.