BPA
IBDZ

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
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 $6.84B AUM 17.28% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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 $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Pointe Advisors's IBDZ Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 20% in Q1 2026, buying an estimated $119K and bringing the position to 26,643 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Beacon Pointe Advisors first reported a position in IBDZ in Q1 2025 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold IBDZ as of Q1 2026.

  • Beacon Pointe Advisors held 26,643 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $694K as of Q1 2026.
  • Beacon Pointe Advisors bought 4,520 iShares iBonds Dec 2034 Term Corporate ETF shares in Q1 2026, an estimated $119K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1150 holding.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.