BA
IBDZ

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

Ballast 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 		– Sell
-1,159
Closed -$30.2K – 391
2026
Q1 		$30.2K Buy
+1,159
New +$30.5K 0.01% 260

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

Ballast Advisors's IBDZ Position: Q2 2026 in Review

Ballast Advisors sold out of iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) in Q2 2026, closing a stake of 1,159 shares — an estimated $30.2K sold.

Ballast Advisors first reported a position in IBDZ in Q1 2026 and held it in 1 quarter. The position peaked at $30.2K in Q1 2026. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Ballast Advisors reported no remaining iShares iBonds Dec 2034 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Ballast Advisors sold 1,159 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $30.2K.
  • Ballast Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Ballast Advisors's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $30.2K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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