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

Beacon Pointe 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	$716K	Buy	27,474 +831	+3%	+$21.6K	﹤0.01%	1176
2026 Q1	$694K	Buy	26,643 +4,520	+20%	+$119K	﹤0.01%	1150
2025 Q4	$583K	Buy	22,123 +9,082	+70%	+$240K	﹤0.01%	1027
2025 Q3	$345K	Buy	13,041 +4,087	+46%	+$107K	﹤0.01%	1131
2025 Q2	$234K	Sell	8,954 -87	-1%	-$2.22K	﹤0.01%	1144
2025 Q1	$233K	Buy	+9,041	New	+$231K	﹤0.01%	1108

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

Beacon Pointe Advisors's IBDZ Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 3.1% in Q2 2026, buying an estimated $21.6K and bringing the position to 27,474 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Beacon Pointe Advisors first reported a position in IBDZ in Q1 2025 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Beacon Pointe Advisors held 27,474 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $716K as of Q2 2026.
Beacon Pointe Advisors bought 831 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $21.6K.
iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1176 holding.
Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.