Benjamin Edwards Inc’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Benjamin Edwards Inc’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	$3.96M	Sell	152,066 -25,705	-14%	-$669K	0.04%	405
2026 Q1	$4.63M	Buy	177,771 +8,554	+5%	+$225K	0.05%	355
2025 Q4	$4.46M	Sell	169,217 -12,990	-7%	-$344K	0.05%	334
2025 Q3	$4.82M	Buy	182,207 +8,038	+5%	+$210K	0.05%	308
2025 Q2	$4.55M	Sell	174,169 -9,622	-5%	-$246K	0.06%	299
2025 Q1	$4.74M	Buy	183,791 +31,319	+21%	+$800K	0.07%	268
2024 Q4	$3.88M	Buy	+152,472	New	+$3.95M	0.06%	300

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

Benjamin Edwards Inc's IBDZ Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 14% in Q2 2026, selling an estimated $669K and leaving 152,066 shares worth $3.96M. The position accounts for 0.04% of the portfolio, ranked #405.

Benjamin Edwards Inc first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.82M in Q3 2025. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Benjamin Edwards Inc held 152,066 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $3.96M as of Q2 2026.
Benjamin Edwards Inc sold 25,705 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $669K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #405 holding.
Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Benjamin Edwards Inc's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $4.82M in Q3 2025.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.