Bank of America
IBDZ

Bank of America’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Bank of America’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 		$35.4M Buy
1,360,791
+147,212
+12% +$3.83M ﹤0.01% 1986
2026
Q1 		$31.6M Buy
1,213,579
+149,631
+14% +$3.94M ﹤0.01% 1998
2025
Q4 		$28.1M Buy
1,063,948
+293,840
+38% +$7.78M ﹤0.01% 2004
2025
Q3 		$20.4M Buy
770,108
+77,649
+11% +$2.03M ﹤0.01% 2607
2025
Q2 		$18.1M Buy
692,459
+1,267
+0.2% +$32.4K ﹤0.01% 2659
2025
Q1 		$17.8M Buy
691,192
+82,473
+14% +$2.11M ﹤0.01% 2564
2024
Q4 		$15.5M Buy
+608,719
New +$15.8M ﹤0.01% 2533

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
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

Bank of America's IBDZ Position: Q2 2026 in Review

Bank of America increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 12% in Q2 2026, buying an estimated $3.83M and bringing the position to 1,360,791 shares worth $35.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Bank of America first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Bank of America held 1,360,791 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $35.4M as of Q2 2026.
  • Bank of America bought 147,212 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $3.83M.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #1986 holding.
  • Bank of America first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.