AAS
IBDZ

Avantax Advisory Services’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$352K Buy
13,478
+2,924
+28% +$74.7K ﹤0.01% 1801
2025
Q1 		$272K Buy
10,554
+2,279
+28% +$58.2K ﹤0.01% 1900
2024
Q4 		$211K Buy
+8,275
New +$214K ﹤0.01% 2029

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return

Avantax Advisory Services's IBDZ Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 28% in Q2 2025, buying an estimated $74.7K and bringing the position to 13,478 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Avantax Advisory Services first reported a position in IBDZ in Q4 2024 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold IBDZ as of Q2 2025.

  • Avantax Advisory Services held 13,478 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $352K as of Q2 2025.
  • Avantax Advisory Services bought 2,924 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2025, an estimated $74.7K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1801 holding.
  • Avantax Advisory Services first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.